How big is The Joester Loria Group LLC's plan?

The Joester Loria Group LLC's plan reported $6.5M in assets and 21 participants for 2024.

Original filing (PDF)20250716091824NAL0004603136001

The Joester Loria Group LLC

Name: The Joester Loria Group LLC — Joester Loria Group, Form 5500 (2024)
Creator: The Joester Loria Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joester Loria Group LLC 401(k) Plan

401(k) retirement plan · The Joester Loria Group LLC's Joester Loria Group LLC 401(k) Plan held $6.5M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

People on this filing

IRIS Pagan-Frank signed The Joester Loria Group LLC's 2024 Form 5500 as plan administrator.

IRIS Pagan-Frank — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Joester Loria Group LLC's EIN is 13-4077641.

EIN 13-4077641

Plan number 001

Plan year 2024

ACK ID 20250716091824NAL0004603136001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Joester Loria Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Joester Loria Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE JOESTER LORIA GROUP LLC.

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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