How big is Jocassee Quantitative, LLC's plan?

Jocassee Quantitative, LLC's plan reported $32K in assets for 2024.

Original filing (PDF)20250509142800NAL0030089986001

Jocassee Quantitative, LLC

Name: Jocassee Quantitative, LLC — Jocassee Quantitative, Form 5500 (2024)
Creator: Jocassee Quantitative, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jocassee Quantitative, LLC 401(k) Plan

401(k) retirement plan · Jocassee Quantitative, LLC's Jocassee Quantitative, LLC 401(k) Plan reported $32K in plan assets in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$32K

Net assets (EOY)

$32K

Plan identifiers

Jocassee Quantitative, LLC's EIN is 85-4054051.

EIN 85-4054051

Plan number 001

Plan year 2024

ACK ID 20250509142800NAL0030089986001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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