How big is Journey Advisory Group, LLC's plan?

Journey Advisory Group, LLC's plan reported $3.4M in assets and 25 participants for 2024.

Original filing (PDF)20250819105917NAL0002228865001

Journey Advisory Group, LLC

Name: Journey Advisory Group, LLC — Journey Advisory, Form 5500 (2024)
Creator: Journey Advisory Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Journey Advisory Group, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Journey Advisory Group, LLC's Journey Advisory Group, LLC 401(k) Profit Sharing Plan held $3.4M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan identifiers

Journey Advisory Group, LLC's EIN is 47-1164712.

EIN 47-1164712

Plan number 001

Plan year 2024

ACK ID 20250819105917NAL0002228865001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Journey Advisory Group, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

Finding similar companies…

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

Knocking points off