How big is Juliane Advisors, LLC's plan?

Juliane Advisors, LLC's plan reported $51K in assets and 12 participants for 2024.

Original filing (PDF)20250717141549NAL0000692738001

Juliane Advisors, LLC

Name: Juliane Advisors, LLC — Augment Analytics 401(k), Form 5500 (2024)
Creator: Juliane Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Augment Analytics 401(k) Plan

401(k) retirement plan · Juliane Advisors, LLC's Augment Analytics 401(k) Plan held $51K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$51K

Net assets (EOY)

$51K

People on this filing

Marcus Bowie signed Juliane Advisors, LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Juliane Advisors, LLC's EIN is 87-1077259.

EIN 87-1077259

Plan number 001

Plan year 2024

ACK ID 20250717141549NAL0000692738001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Juliane Advisors, 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 JULIANE ADVISORS, 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