How big is Julio Huerta's plan?

Julio Huerta's plan reported $256 in assets and 5 participants for 2024.

Original filing (PDF)20250722102550NAL0005642210001

Julio Huerta

Name: Julio Huerta — Julio Huerta 401(k) Plan, Form 5500 (2024)
Creator: Julio Huerta
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Julio Huerta 401(k) Plan

401(k) retirement plan · Julio Huerta's Julio Huerta 401(k) Plan held $256 in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$256

Net assets (EOY)

$256

People on this filing

Nick Rice signed Julio Huerta's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Julio Huerta's EIN is 87-4543092.

EIN 87-4543092

Plan number 001

Plan year 2024

ACK ID 20250722102550NAL0005642210001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Julio Huerta from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Julio Huerta'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 JULIO HUERTA.

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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.

Plan sponsor

Name

JULIO HUERTA

EIN

all filings

Address

8055 GRANITE OAKS DR · GRANITE BAY, CA · 95746

Phone

(916) 749-5783

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-05-01

Tax period

2024-12-31

Filed

2025-07-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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