How big is JULI A. Larson, P.C.'s plan?

JULI A. Larson, P.C.'s plan reported $1.9M in assets and 18 participants for 2024.

Original filing (PDF)20250722142644NAL0002503489001

JULI A. Larson, P.C.

Name: JULI A. Larson, P.C. — JULI A. Larson, P.C. 401(k), Form 5500 (2024)
Creator: JULI A. Larson, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JULI A. Larson, P.C. 401(k) Profit Sharing Plan

401(k) retirement plan · JULI A. Larson, P.C.'s JULI A. Larson, P.C. 401(k) Profit Sharing Plan held $1.9M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

JULI A. Larson, P.C.'s EIN is 03-0338881.

EIN 03-0338881

Plan number 001

Plan year 2024

ACK ID 20250722142644NAL0002503489001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JULI A. Larson, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JULI A. Larson, P.C.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JULI A. LARSON, P.C..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score