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Sponsor portfolio

THE JAMES COLLECTIVE LLC

EIN 80-0977131-electrical/electronic manufacturing-Latest filing 2025
Plans
3
Retirement
3
$882K assets
Welfare
0
Participants
18
17607 SUNSET WAY - SONOMA, CA 95476856-220-7595jameselectricinc.comLinkedIn1-10 employeeselectrical/electronic manufacturing
Plans on this EIN
3 filings
#002CashBalance-$489K - 5 part#001401k-$341K - 7 part#003ProfitSharing-$53K - 6 part

Retirement portfolio analytics

3 plans aggregated / $882K assets / 18 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • CASH BALANCE PENSION (#002)55%
  • JAMES COLLECTIVE 401(K) (#001)39%
  • LLC RETIREMENT PLAN (#003)6%
Total $882KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • JAMES COLLECTIVE 401(K) (#001)7
  • LLC RETIREMENT PLAN (#003)6
  • CASH BALANCE PENSION (#002)5
Total 18Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

THE JAMES COLLECTIVE LLC CASH BALANCE PENSION PLAN

CashBalance

Assets$489K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

THE JAMES COLLECTIVE 401(K) PLAN

401k

Assets$341K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

THE JAMES COLLECTIVE LLC RETIREMENT PLAN

ProfitSharing

Assets$53K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002THE JAMES COLLECTIVE LLC CASH BALANCE PENSION PLANCashBalance$489K52025
001THE JAMES COLLECTIVE 401(K) PLAN401k$341K72025
003THE JAMES COLLECTIVE LLC RETIREMENT PLANProfitSharing$53K62025
Retirement plans
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