Original filing (PDF)20251013142349NAL0001501457001

JAMESON ADVISORS LLC

Name: JAMESON ADVISORS LLC — JAMESON ADVISORS CASH BALANCE PLAN, Form 5500 (2024)
Creator: JAMESON ADVISORS LLC

Form 5500-SF

FILING_RECEIVED

JAMESON ADVISORS CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$104K

Net assets (EOY)

$104K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

JAMESON ADVISORS LLC

EIN

83-3109980all filings

Address

N105W14290 EVERGREEN CIRCLE · GERMANTOWN, WI · 53022

Phone

(920) 362-9691

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

KENSINGTON WEALTH PARTNERS LTD

KENSINGTON WEALTH PARTNERS LTD 401(K) PROFIT SHARING PLAN & TRUST

$104K · 6 participants

OPUS FAMILY WEALTH AND MANAGEMENT LLC

OPUS FAMILY WEALTH AND MANAGEMENT LLC 401(K) PLAN

$104K · 3 participants

STOPERA FINANCIAL 401(K) PLAN

$104K · 3 participants

CELEBRANDS, LLC

CELEBRANDS, LLC 401(K) PLAN

$104K · 4 participants

DISTINCT FINANCIAL SOLUTIONS, INC.

DISTINCT FINANCIAL SOLUTIONS, INC. 401(K) PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.