AUMdb

James & Associates 401(k) Profit Sharing Plan

Sponsored by Carey James & Associates, Inc. · EIN 820549642 · Plan #001

Total assets
—
Net assets
—
Active participants
2
With balances
4

Plan year beginning 01/01/2021 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

No Schedule C on file for this plan year.

Filing history

Plan year Assets Participants Source
01/01/2021 — 2 ack 20251015174535NAL0006956736001
01/01/2020 — 2 ack 20251016122750NAL0006309681001