Sponsor portfolio
JAMES L. PEART
EIN 31-1183661architecture & planningLatest filing 2025
Plans
2
Retirement
1
$2.9M assets
Welfare
1
Participants
8
187 WEST HIGH ST. - LONDON, OH 43140740-852-5557jameslambertcoaching.co.ukLinkedIn11-50 employeesarchitecture & planning
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
JAMES L. PEART PROFIT SHARING PLAN
ProfitSharing
Assets$2.9M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#002
JAMES L. PEART PROFIT SHARING PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JAMES L. PEART PROFIT SHARING PLAN | ProfitSharing | $2.9M | 4 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 002 | JAMES L. PEART PROFIT SHARING PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans