T. L. James & Company, Inc. 401(k) Plan: Login, Facts & Contact Information

T. L. James & Company, Inc. 401(k) Plan Facts

Plan name
T.L. JAMES & COMPANY, INC. 401(K) SAVINGS-RETIREMENT PLAN AND TRUST
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
T. L. JAMES & COMPANY, INC.
Participants
56 (11 active employees)
Former employees with a balance
25
Plan assets
$7,160,484 at Dec 31, 2024
Average account balance
$140,402 across 51 accounts
Employer contributions
$32,839 in plan year 2024 (26% of all contributions)
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1997
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Aug 21, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $126,750 went into the plan in contributions, $32,839 of it from the employer (26%).
  • $221,247 was paid out to participants.
  • Investment and other income added $690,732.

How the T. L. James & Company, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
201993$9.01 million$41,151$1.30 million
202085$10.0 million$33,351$343,480
202171$9.86 million$33,684$1.18 million
202266$8.27 million$35,214$538,188
202363$6.57 million$34,655$2.67 million
202456$7.16 million$32,839$221,247

T. L. James & Company, Inc. 401(k) Contact Information

Phone
318-255-7912
Mailing address
PO BOX 1260, RUSTON LA 71273
Plan sponsor
T. L. JAMES & COMPANY, INC.
Employer identification number (EIN)
72-0221900
Plan number
007

Questions about the T. L. James & Company, Inc. 401(k)

Does T. L. James & Company, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $32,839, 26% of all contributions.

Does the T. L. James & Company, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the T. L. James & Company, Inc 401(k) plan?

56 participants at the start of plan year 2024, 11 of them active employees, and 25 former employees who still had money in the plan.

What is the average 401(k) balance at T. L. James & Company, Inc?

About $140,402 per account: $7.16 million in plan assets across 51 accounts with a balance at the end of plan year 2024.

Who manages the T. L. James & Company, Inc 401(k) accounts?

Fidelity NetBenefits is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at T. L. James & Company, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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