How big is Naturallyou by Terry Conrad LL's plan?

Naturallyou by Terry Conrad LL's plan reported $23K in assets and 2 participants for 2024.

Original filing (PDF)20250610105230NAL0042911698001

Naturallyou by Terry Conrad LL

Name: Naturallyou by Terry Conrad LL — Naturallyou by, Form 5500 (2024)
Creator: Naturallyou by Terry Conrad LL
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Naturallyou by Terry Conrad LL 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Naturallyou by Terry Conrad LL's Naturallyou by Terry Conrad LL 401(k) Profit Sharing Plan & Trust held $23K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$23K

Net assets (EOY)

$23K

People on this filing

Edward Rojas signed Naturallyou by Terry Conrad LL's 2024 Form 5500 as plan administrator.

Edward Rojas — 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

Naturallyou by Terry Conrad LL's EIN is 27-2958132.

EIN 27-2958132

Plan number 001

Plan year 2024

ACK ID 20250610105230NAL0042911698001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Naturallyou by Terry Conrad LL from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Naturallyou by Terry Conrad LL's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NATURALLYOU BY TERRY CONRAD LL.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

NATURALLYOU BY TERRY CONRAD LL

EIN

all filings

Address

31 RIVER RD STE 100 · COS COB, CT · 068072152

Phone

(203) 275-6006

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator