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  2. James Martin & Associates LLC

Filings through Oct 24, 2026.

James Martin & Associates LLC

EIN 33-3572916-Wholesale Trade-Latest filing 2025
Plans
1
Retirement
1
$2.5M assets
Health & Benefits
0
Participants
10
2050 N. STEMMONS FREEWAY, UNIT 380 - DALLAS, TX 75207214-741-4546
Plans on this EIN
1 filing
#001401(k)-$2.5M - 10 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

JAMES MARTIN & ASSOCIATES, LLC 401(K) PLAN

401(k)

Assets$2.5M
Participants10
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001JAMES MARTIN & ASSOCIATES, LLC 401(K) PLAN401(k)$2.5M102025
  • JAMES MARTIN & ASSOCIATES, LLC 401(K) PLAN$2.5M
    #001 · 401(k) · 202510
Retirement plans
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