How big is James Dodge Russell & Stephens' plan?

James Dodge Russell & Stephens' plan reported $4.6M in assets and 10 participants for 2024.

Original filing (PDF)20250730181539NAL0007209520001

James Dodge Russell & Stephens

Name: James Dodge Russell & Stephens — James Dodge Russell, Form 5500 (2024)
Creator: James Dodge Russell & Stephens
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James Dodge Russell & Stephens P.C. Employee PSP

401(k) retirement plan · James Dodge Russell & Stephens' James Dodge Russell & Stephens P.C. Employee PSP held $4.6M in plan assets for 10 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

People on this filing

LARA a Swensen signed James Dodge Russell & Stephens' 2024 Form 5500 as plan administrator.

LARA a Swensen — 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 Dodge Russell & Stephens' EIN is 87-0503920.

EIN 87-0503920

Plan number 001

Plan year 2024

ACK ID 20250730181539NAL0007209520001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for James Dodge Russell & Stephens from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

James Dodge Russell & Stephens' plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, 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 DODGE RUSSELL & STEPHENS.

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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