How big is James Group, Inc.'s plan?

James Group, Inc.'s plan reported $4.7M in assets and 100 participants for 2025.

Original filing (PDF)20260507092024NAL0002806241001

James Group, Inc.

Name: James Group, Inc. — James Group, Inc. 401(k) Plan, Form 5500 (2025)
Creator: James Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James Group, Inc. 401(k) Plan

401(k) retirement plan · James Group, Inc.'s James Group, Inc. 401(k) Plan held $4.7M in plan assets for 100 participants in 2025.

Active participants

100

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

Plan identifiers

James Group, Inc.'s EIN is 84-3640468.

EIN 84-3640468

Plan number 001

Plan year 2025

ACK ID 20260507092024NAL0002806241001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for James Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

James Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score