How big is Julianas UTBB, LLC's plan?

Julianas UTBB, LLC's plan reported $146K in assets and 36 participants for 2024.

Original filing (PDF)20250401184116NAL0007437489001

Julianas UTBB, LLC

Name: Julianas UTBB, LLC — Juliana's Retirement Plan, Form 5500 (2024)
Creator: Julianas UTBB, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Juliana's Retirement Plan

401(k) retirement plan · Julianas UTBB, LLC's Juliana's Retirement Plan held $146K in plan assets for 36 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$146K

Net assets (EOY)

$146K

People on this filing

Matthew Grogan signed Julianas UTBB, LLC's 2024 Form 5500 as plan administrator.

Matthew Grogan — 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

Julianas UTBB, LLC's EIN is 27-3330564.

EIN 27-3330564

Plan number 001

Plan year 2024

ACK ID 20250401184116NAL0007437489001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Julianas UTBB, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Julianas UTBB, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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Plan health score

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off