What public Form 5500 filings show about the Juliana Planning Group LLC 401(k) plan — and how to find and check your own account.
Juliana Planning Group LLC (EIN 81-4571317) reports JULIANA PLANNING GROUP LLC 401K PLAN on its most recent Form 5500, with $76K in plan assets across 3 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Juliana Planning Group LLC filing — schedules, fees, and providers.
Juliana Planning Group LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Juliana Planning Group LLCHR for the recordkeeper’s name and login.
