How big is James N. Sheils, LLC's plan?

James N. Sheils, LLC's plan reported $313K in assets and 8 participants for 2024.

Original filing (PDF)20251007133745NAL0004841889001

James N. Sheils, LLC

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

Form 5500-SF

FILING_RECEIVED

James N. Sheils 401(k) Plan

401(k) retirement plan · James N. Sheils, LLC's James N. Sheils 401(k) Plan held $313K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$313K

Net assets (EOY)

$313K

People on this filing

Jamie Sheils signed James N. Sheils, LLC's 2024 Form 5500 as plan administrator.

Jamie Sheils — 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

James N. Sheils, LLC's EIN is 85-3583916.

EIN 85-3583916

Plan number 001

Plan year 2024

ACK ID 20251007133745NAL0004841889001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for James N. Sheils, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

James N. Sheils, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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

Finding similar companies…

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