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

James Group, Inc.'s plan reported $1.2M in assets and 46 participants for 2025.

Original filing (PDF)20260511104659NAL0005691249001

James Group, Inc.

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

Form 5500-SF

FILING_RECEIVED

James Group, Inc. Union 401(k) Plan

401(k) retirement plan · James Group, Inc.'s James Group, Inc. Union 401(k) Plan held $1.2M in plan assets for 46 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

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

EIN 84-3640468

Plan number 002

Plan year 2025

ACK ID 20260511104659NAL0005691249001

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

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES GROUP, INC..

Finding similar companies…

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off