How big is Julia Harmon Kurschner, LLC's plan?

Julia Harmon Kurschner, LLC's plan reported $16K in assets and 12 participants for 2024.

Original filing (PDF)20250729091854NAL0001199955001

Julia Harmon Kurschner, LLC

Name: Julia Harmon Kurschner, LLC — Stories Marketing, Form 5500 (2024)
Creator: Julia Harmon Kurschner, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stories Marketing 401(k) and Profit Sharing Plan

401(k) retirement plan · Julia Harmon Kurschner, LLC's Stories Marketing 401(k) and Profit Sharing Plan held $16K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$16K

Net assets (EOY)

$16K

People on this filing

Deborah MALM signed Julia Harmon Kurschner, LLC's 2024 Form 5500 as plan administrator.

Deborah MALM — 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

Julia Harmon Kurschner, LLC's EIN is 82-5192425.

EIN 82-5192425

Plan number 001

Plan year 2024

ACK ID 20250729091854NAL0001199955001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Julia Harmon Kurschner, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JULIA HARMON KURSCHNER, LLC.

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Plan health score

Above-average plan

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