How big is Jameson Advisors LLC's plan?

Jameson Advisors LLC's plan reported $37K in assets and 2 participants for 2024.

Original filing (PDF)20251013143413NAL0000722899001

Jameson Advisors LLC

Name: Jameson Advisors LLC — Jameson Advisors Defined, Form 5500 (2024)
Creator: Jameson Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jameson Advisors Defined Contribution Plan

401(k) retirement plan · Jameson Advisors LLC's Jameson Advisors Defined Contribution Plan held $37K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$37K

Net assets (EOY)

$37K

Plan identifiers

Jameson Advisors LLC's EIN is 83-3109980.

EIN 83-3109980

Plan number 001

Plan year 2024

ACK ID 20251013143413NAL0000722899001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jameson Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jameson Advisors LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMESON ADVISORS LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score