Original filing (PDF)20241115140248NAL0002084738001

JULIE BILLIART NETWORK

Name: JULIE BILLIART NETWORK — JULIE BILLIART NETWORK 401(K) RETIREMENT PLAN, Form 5500 (2023)
Creator: JULIE BILLIART NETWORK

Form 5500-SF

FILING_RECEIVED

JULIE BILLIART NETWORK 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

114

Accounts w/ balance

107

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JULIE BILLIART NETWORK.

Plan sponsor

Name

JULIE BILLIART NETWORK

EIN

81-4726551

Address

4982 CLUBSIDE RD. · LYNDHURST, OH · 441242532

Phone

(216) 381-1191

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2024-11-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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