How big is Juliana Planning Group LLC's plan?

Juliana Planning Group LLC's plan reported $76K in assets and 3 participants for 2024.

Original filing (PDF)20250720080252NAL0000086131001

Juliana Planning Group LLC

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

Form 5500-SF

FILING_RECEIVED

Juliana Planning Group LLC 401(k) Plan

401(k) retirement plan · Juliana Planning Group LLC's Juliana Planning Group LLC 401(k) Plan held $76K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$76K

Net assets (EOY)

$76K

People on this filing

Nick Rice signed Juliana Planning Group LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Juliana Planning Group LLC's EIN is 81-4571317.

EIN 81-4571317

Plan number 002

Plan year 2024

ACK ID 20250720080252NAL0000086131001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Juliana Planning Group LLC'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 JULIANA PLANNING GROUP 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