How big is Dr. James J. Julien, DDS' plan?

Dr. James J. Julien, DDS' plan reported $1.4M in assets and 4 participants for 2024.

Original filing (PDF)20250707172120NAL0003423409001

Dr. James J. Julien, DDS

Name: Dr. James J. Julien, DDS — Dr. James J. Julien DDS, Form 5500 (2024)
Creator: Dr. James J. Julien, DDS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dr. James J. Julien DDS 401(k) Plan

401(k) retirement plan · Dr. James J. Julien, DDS' Dr. James J. Julien DDS 401(k) Plan held $1.4M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Dr. James J. Julien, DDS' EIN is 92-0146290.

EIN 92-0146290

Plan number 002

Plan year 2024

ACK ID 20250707172120NAL0003423409001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dr. James J. Julien, DDS from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dr. James J. Julien, DDS' 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 DR. JAMES J. JULIEN, DDS.

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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