Original filing (PDF)20241003091830NAL0009674545001

The Julie Gritton Team, LLC

Name: The Julie Gritton Team, LLC — The Julie Gritton, Form 5500 (2023)
Creator: The Julie Gritton Team, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Julie Gritton Team, LLC 401(k) Plan

401(k) retirement plan · The Julie Gritton Team, LLC's The Julie Gritton Team, LLC 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

The Julie Gritton Team, LLC's EIN is 82-4557919.

EIN 82-4557919

Plan number 001

Plan year 2023

ACK ID 20241003091830NAL0009674545001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for The Julie Gritton Team, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

The Julie Gritton Team, 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 THE JULIE GRITTON TEAM, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score