How big is JUNA Financial Solutions LLC's plan?

JUNA Financial Solutions LLC's plan reported $1.0M in assets and 17 participants for 2024.

Original filing (PDF)20250714093102NAL0000861153001

JUNA Financial Solutions LLC

Name: JUNA Financial Solutions LLC — JUNA Financial, Form 5500 (2024)
Creator: JUNA Financial Solutions LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JUNA Financial Solutions LLC 401(k) Plan

401(k) retirement plan · JUNA Financial Solutions LLC's JUNA Financial Solutions LLC 401(k) Plan held $1.0M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

JEAN ZICK signed JUNA Financial Solutions LLC's 2024 Form 5500 as plan administrator.

JEAN ZICK — 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

JUNA Financial Solutions LLC's EIN is 81-3428376.

EIN 81-3428376

Plan number 001

Plan year 2024

ACK ID 20250714093102NAL0000861153001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JUNA Financial Solutions LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JUNA Financial Solutions 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 JUNA FINANCIAL SOLUTIONS 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