How big is Caitlin Julia Enterprises, LLC's plan?

Caitlin Julia Enterprises, LLC's plan reported $601K in assets and 26 participants for 2024.

Original filing (PDF)20251009111010NAL0011331088001

Caitlin Julia Enterprises, LLC

Name: Caitlin Julia Enterprises, LLC — ACCJ Pinney, Form 5500 (2024)
Creator: Caitlin Julia Enterprises, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ACCJ Pinney Retirement Savings Plan

401(k) retirement plan · Caitlin Julia Enterprises, LLC's ACCJ Pinney Retirement Savings Plan held $601K in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$601K

Net assets (EOY)

$601K

People on this filing

Tracy Pinney signed Caitlin Julia Enterprises, LLC's 2024 Form 5500 as plan administrator.

Tracy Pinney — 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

Caitlin Julia Enterprises, LLC's EIN is 90-0190968.

EIN 90-0190968

Plan number 002

Plan year 2024

ACK ID 20251009111010NAL0011331088001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

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

Knocking points off