Original filing (PDF)20250718101705NAL0002365264001

JAMES FAMILY TAX & BUSINESS SERVICES LLC

Name: JAMES FAMILY TAX & BUSINESS SERVICES LLC — JAMES FAMILY TAX. 401(K) PLAN, Form 5500 (2024)
Creator: JAMES FAMILY TAX & BUSINESS SERVICES LLC

Form 5500-SF

FILING_RECEIVED

JAMES FAMILY TAX. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$26K

Net assets (EOY)

$26K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES FAMILY TAX & BUSINESS SERVICES LLC.

Plan sponsor

Name

JAMES FAMILY TAX & BUSINESS SERVICES LLC

EIN

85-1115890

Address

305 E RAMSEY ROAD · SAN ANTONIO, TX · 78216

Phone

(210) 864-1788

Industry

Transportation & Warehousingsee all

Plan administrator