Sponsor portfolio
CRAIG JAMES FINANCIAL SERVICES, LLC
EIN 56-2657979financial servicesLatest filing 2024
Plans
1
Retirement
1
$664K assets
Welfare
0
Participants
5
510 BRDHOLLOW RD STE 204 - MELVILLE, NY 11747631-393-2888craigjamesfinancial.comLinkedIn1-10 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 | CRAIG JAMES FINANCIAL SERVICES LLC 401K PSP | 401k | $664K | 5 | 2024 |
Retirement plans