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CHURCHILL JAMES LLC — CHURCHILL JAMES LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250424220900NAL0017913922002
CHURCHILL JAMES LLC
Form 5500-SF
FILING_RECEIVED
CHURCHILL JAMES LLC 401(K) PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
2
Plan assets (EOY)
$4K
Net assets (EOY)
$4K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CHURCHILL JAMES LLC
.
Find decision makers
Plan sponsor
Name
CHURCHILL JAMES LLC
EIN
87-4679022
Address
175 PORTLAND ST · FL 4 · BOSTON, MA · 02114
Phone
(781) 899-1118
Industry
Real Estate
see all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2024-12-31
Filed
2025-04-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
Only 40% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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