Sponsor portfolio
JAMES INVESTMENT GROUP, INC.
EIN 20-5950411financial servicesLatest filing 2025
Plans
1
Retirement
1
$169K assets
Welfare
0
Participants
4
673 WESTBURY DR, SUITE 101 - IOWA CITY, IA 52245319-354-7113raymondjames.com/jamesinvestmentgroupLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JAMES INVESTMENT GROUP, INC. 401(K) P/S PLAN | 401k | $169K | 4 | 2025 |
Retirement plans