How big is Jim Needham LLC's plan?

Jim Needham LLC's plan reported $363K in assets and 48 participants for 2024.

Original filing (PDF)20250718100413NAL0002767586001

Jim Needham LLC

Name: Jim Needham LLC — Jim Needham LLC 401(k) Plan, Form 5500 (2024)
Creator: Jim Needham LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jim Needham LLC 401(k) Plan

401(k) retirement plan · Jim Needham LLC's Jim Needham LLC 401(k) Plan held $363K in plan assets for 48 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$363K

Net assets (EOY)

$363K

People on this filing

Marcus Bowie signed Jim Needham LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Jim Needham LLC's EIN is 84-3386975.

EIN 84-3386975

Plan number 001

Plan year 2024

ACK ID 20250718100413NAL0002767586001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Jim Needham LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JIM NEEDHAM 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