Sponsor portfolio
ST. JAMES INVESTMENT ADVISORS, LLC
EIN 81-2363352financial servicesLatest filing 2025
Plans
1
Retirement
1
$639K assets
Welfare
0
Participants
5
414 MAIN ST. SUITE 205 - PORT JEFFERSON, NY 11777631-979-6520stjamesia.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 | ST. JAMES INVESTMENT ADVISORS 401(K) PLAN | 401k | $639K | 5 | 2025 |
Retirement plans