How big is Jameson Advisors LLC's plan?

Jameson Advisors LLC's plan reported $104K in assets and 2 participants for 2024.

Original filing (PDF)20251013142349NAL0001501457001

Jameson Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

Jameson Advisors Cash Balance Plan

Defined-benefit pension plan · Jameson Advisors LLC's Jameson Advisors Cash Balance Plan held $104K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$104K

Net assets (EOY)

$104K

Plan identifiers

Jameson Advisors LLC's EIN is 83-3109980.

EIN 83-3109980

Plan number 002

Plan year 2024

ACK ID 20251013142349NAL0001501457001

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 a cash-balance formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score