How big is Journey Financial, LLC's plan?

Journey Financial, LLC's plan reported $885K in assets and 3 participants for 2024.

Original filing (PDF)20250703163525NAL0001746738001

Journey Financial, LLC

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

Form 5500-SF

FILING_RECEIVED

Journey Financial, LLC 401(k) P/S Plan

401(k) retirement plan · Journey Financial, LLC's Journey Financial, LLC 401(k) P/S Plan held $885K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$885K

Net assets (EOY)

$885K

People on this filing

Timothy J. Heisterkamp signed Journey Financial, LLC's 2024 Form 5500 as plan administrator.

Timothy J. Heisterkamp — 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

Journey Financial, LLC's EIN is 82-2957202.

EIN 82-2957202

Plan number 001

Plan year 2024

ACK ID 20250703163525NAL0001746738001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Journey Financial, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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