How big is Julie Soefer Photography's plan?

Julie Soefer Photography's plan reported $870K in assets and 2 participants for 2024.

Original filing (PDF)20250723182038NAL0003808785001

Julie Soefer Photography

Name: Julie Soefer Photography — Julie Soefer Photography, Form 5500 (2024)
Creator: Julie Soefer Photography
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Julie Soefer Photography 401(k) Plan

401(k) retirement plan · Julie Soefer Photography's Julie Soefer Photography 401(k) Plan held $870K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$870K

Net assets (EOY)

$870K

People on this filing

Heather Stewart signed Julie Soefer Photography's 2024 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

Julie Soefer Photography's EIN is 38-3895344.

EIN 38-3895344

Plan number 001

Plan year 2024

ACK ID 20250723182038NAL0003808785001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Julie Soefer Photography'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 JULIE SOEFER PHOTOGRAPHY.

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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