Original filing (PDF)20250624151713NAL0017650706001

JUNO MONETA, LLC

Name: JUNO MONETA, LLC — JUNO MONETA, LLC RETIREMENT PLAN, Form 5500 (2024)
Creator: JUNO MONETA, LLC

Form 5500-SF

FILING_RECEIVED

JUNO MONETA, LLC RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JUNO MONETA, LLC.

Plan sponsor

Name

JUNO MONETA, LLC

EIN

85-1175285

Address

3825 HOPYARD ROAD, STE. 124 · PLEASANTON, CA · 94588

Phone

(925) 225-2086

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

KRAFT & ASSOCIATES WEALTH MANAGEMENT, INC.

KRAFT AND ASSOCIATES 401(K) PLAN

$1.4M · 4 participants

AXXCESS WEALTH MANAGEMENT

AXXCESS WEALTH MANAGEMENT 401(K) RETIREMENT SAVINGS PLAN

$1.4M · 21 participants

LYELL WEALTH MANAGEMENT, LP

LYELL WEALTH MANAGEMENT 401(K) & PROFIT SHARING PLAN

$1.4M · 11 participants

KRIETZBERG FINANCIAL GROUP, LLC

KRIETZBERG FINANCIAL GROUP, LLC 401(K) PLAN

$1.4M · 8 participants

EXCHANGE TRADED CONCEPTS, LLC