Sponsor portfolio
BRIAN JAMES FINANCIAL SERVICES, INC.
EIN 47-1157111Other Services (except Public Administration)Latest filing 2025
Plans
1
Retirement
1
$960K assets
Welfare
0
Participants
4
9 MONROE STREET, UNIT 1 - NORTHBOROUGH, MA 01532508-329-8090
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 | BRIAN JAMES FINANCIAL SERVICES, INC. 401(K) PLAN | 401k | $960K | 4 | 2025 |
Retirement plans