How big is Julia Balfour, LLC's plan?

Julia Balfour, LLC's plan reported $844K in assets and 12 participants for 2024.

Original filing (PDF)20251013091908NAL0002186210001

Julia Balfour, LLC

Name: Julia Balfour, LLC — Julia Balfour, LLC 401(k) Plan, Form 5500 (2024)
Creator: Julia Balfour, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Julia Balfour, LLC 401(k) Plan

401(k) retirement plan · Julia Balfour, LLC's Julia Balfour, LLC 401(k) Plan held $844K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$844K

Net assets (EOY)

$844K

People on this filing

Marissa Jaggi for TRPC signed Julia Balfour, LLC's 2024 Form 5500 as plan administrator.

Marissa Jaggi for TRPC — 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

Julia Balfour, LLC's EIN is 45-2279363.

EIN 45-2279363

Plan number 001

Plan year 2024

ACK ID 20251013091908NAL0002186210001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Julia Balfour, 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 JULIA BALFOUR, 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

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 (98th percentile).

Plan sponsor

Name

JULIA BALFOUR, LLC

EIN

all filings

Address

3 NORWICH RD · EAST HADDAM, CT · 06423

Phone

(860) 577-0340

Industry

Professional & Technical Services

Plan administrator