JULIEN FAREL GROUP, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
117
Accounts w/ balance
94
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
Plan health score
71
/ 100
Grade B
Above-average plan
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
92
Total plan cost
n/a
Plan health
14
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JULIEN FAREL GROUP, LLC.
Plan sponsor
Name
JULIEN FAREL GROUP, LLC
EIN
06-1605292
Address
540 PARK AVENUE SECOND FLOOR · AVENUE SECOND FLOOR, · NEW YORK, NY · 10065
