Original filing (PDF)20240515123804NAL0021686419001

JAMES MEDEFIND LLC

Name: JAMES MEDEFIND LLC — JAMES MEDEFIND LLC 401(K) PLAN, Form 5500 (2023)
Creator: JAMES MEDEFIND LLC

Form 5500-SF

FILING_RECEIVED

JAMES MEDEFIND LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$117K

Net assets (EOY)

$117K

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.
High average account balance (90th percentile).

Decision-maker contacts

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

Plan sponsor

Name

JAMES MEDEFIND LLC

EIN

90-0840337all filings

Address

201 N. FRANKLIN ST, STE 1100 · TAMPA, FL · 33602

Phone

(813) 387-4788

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

ORANGE DOG, LLC

ORANGE DOG, LLC 401(K) PLAN

$117K · 5 participants

LONGWOOD RESIDENTIAL, LLC

LONGWOOD RESIDENTIAL 401(K) PLAN

$116K · 3 participants

BOLST, INC.

BOLST, INC. 401(K) PROFIT SHARING PLAN

$116K · 6 participants

PASSION ENTERPRISE, LLC

PASSION ENTERPRISE, LLC 401(K) PLAN

$116K · 2 participants

DREW AUKER REAL ESTATE GROUP, INC.

AUKER GROUP PROFIT SHARING PLAN

$117K · 2 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.