How big is Jointly LLC's plan?

Jointly LLC's plan reported $230K in assets and 8 participants for 2025.

Original filing (PDF)20260422221951NAL0006429760061

Jointly LLC

Name: Jointly LLC — Jointly 401(k) Plan, Form 5500 (2025)
Creator: Jointly LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jointly 401(k) Plan

401(k) retirement plan · Jointly LLC's Jointly 401(k) Plan held $230K in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$230K

Net assets (EOY)

$230K

People on this filing

Elantha Barry signed Jointly LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Jointly LLC's EIN is 85-1245790.

EIN 85-1245790

Plan number 001

Plan year 2025

ACK ID 20260422221951NAL0006429760061

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jointly LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOINTLY 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 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 (94th percentile).

Plan sponsor

Name

JOINTLY LLC

EIN

all filings

Address

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

Phone

(512) 646-4600

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator