How big is Juliet + Company's plan?

Juliet + Company's plan reported $44K in assets and 29 participants for 2024.

Original filing (PDF)20251009160221NAL0007267713001

Juliet + Company

Name: Juliet + Company — Juliet + Company 401(k) Plan, Form 5500 (2024)
Creator: Juliet + Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Juliet + Company 401(k) Plan

401(k) retirement plan · Juliet + Company's Juliet + Company 401(k) Plan held $44K in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$44K

Net assets (EOY)

$44K

People on this filing

Richard Tatum signed Juliet + Company's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Juliet + Company's EIN is 83-3481365.

EIN 83-3481365

Plan number 001

Plan year 2024

ACK ID 20251009160221NAL0007267713001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Juliet + Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Juliet + Company'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 JULIET + COMPANY.

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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

Knocking points off