How big is Julie Kessler LLP's plan?

Julie Kessler LLP's plan reported $1.3M in assets and 7 participants for 2024.

Original filing (PDF)20251013192354NAL0000912659001

Julie Kessler LLP

Name: Julie Kessler LLP — Julie Kessler LLP Profit Sharing, Form 5500 (2024)
Creator: Julie Kessler LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Julie Kessler LLP Profit Sharing Plan

401(k) retirement plan · Julie Kessler LLP's Julie Kessler LLP Profit Sharing Plan held $1.3M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Julie Kessler LLP's EIN is 13-2732683.

EIN 13-2732683

Plan number 001

Plan year 2024

ACK ID 20251013192354NAL0000912659001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Julie Kessler LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Julie Kessler LLP's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JULIE KESSLER LLP.

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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