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JAMES DAVID AND ASSOCIATES LLC

EIN 46-1633409-accounting-Latest filing 2025
Plans
1
Retirement
1
$363K assets
Welfare
0
Participants
17
6980 N PORT WASHING RD., UNIT 205 - MILWAUKEE, WI 53217414-351-1040perlsongroup.comLinkedIn1-10 employeesaccounting
Plans on this EIN
1 filing
#001401k-$363K - 17 part

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Retirement#001

JAMES DAVID AND ASSOCIATES LLC 401(K) PLAN

401k

Assets$363K
Participants17
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JAMES DAVID AND ASSOCIATES LLC 401(K) PLAN401k$363K172025
Retirement plans
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