How big is The Joseph Group, LLC's plan?

The Joseph Group, LLC's plan reported $8.8M in assets and 25 participants for 2025.

Original filing (PDF)20260421102220NAL0001295635001

The Joseph Group, LLC

Name: The Joseph Group, LLC — The Joseph Group, LLC 401(k), Form 5500 (2025)
Creator: The Joseph Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Joseph Group, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · The Joseph Group, LLC's The Joseph Group, LLC 401(k) Profit Sharing Plan held $8.8M in plan assets for 25 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.8M

Net assets (EOY)

$8.8M

People on this filing

Heather Stewart signed The Joseph Group, LLC's 2025 Form 5500 as plan administrator.

Heather Stewart — 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 Joseph Group, LLC's EIN is 36-4729550.

EIN 36-4729550

Plan number 001

Plan year 2025

ACK ID 20260421102220NAL0001295635001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Joseph Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Joseph Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE JOSEPH 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