How big is Julia Cunningham, LLC's plan?

Julia Cunningham, LLC's plan reported $193K in assets and 2 participants for 2024.

Original filing (PDF)20250714134502NAL0001134321001

Julia Cunningham, LLC

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

Form 5500-SF

FILING_RECEIVED

Julia Cunningham, LLC 401(k) Plan

401(k) retirement plan · Julia Cunningham, LLC's Julia Cunningham, LLC 401(k) Plan held $193K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$193K

Net assets (EOY)

$193K

Plan identifiers

Julia Cunningham, LLC's EIN is 47-1528505.

EIN 47-1528505

Plan number 001

Plan year 2024

ACK ID 20250714134502NAL0001134321001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Julia Cunningham, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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