Original filing (PDF)20250415220925NAL0004128289012

JOINTLY LLC

Name: JOINTLY LLC — JOINTLY 401(K) PLAN, Form 5500 (2024)
Creator: JOINTLY LLC

Form 5500-SF

FILING_RECEIVED

JOINTLY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$179K

Net assets (EOY)

$179K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Decision-maker contacts

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

Plan sponsor

Name

JOINTLY LLC

EIN

85-1245790all filings

Address

13341 W US HWY 290 · BUILDING 2, STE 115 · AUSTIN, TX · 78737

Phone

(512) 646-4600

Industry