How big is Julia Anne Tatum Hunter, M.D., Inc.'s plan?

Julia Anne Tatum Hunter, M.D., Inc.'s plan reported $1.7M in assets and 1 participants for 2024.

Original filing (PDF)20251015210000NAL0011222130001

Julia Anne Tatum Hunter, M.D., Inc.

Name: Julia Anne Tatum Hunter, M.D., Inc. — JAT Hunter, Form 5500 (2024)
Creator: Julia Anne Tatum Hunter, M.D., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JAT Hunter, M.D., Inc. 401(k)

401(k) retirement plan · Julia Anne Tatum Hunter, M.D., Inc.'s JAT Hunter, M.D., Inc. 401(k) held $1.7M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Julia Anne Tatum Hunter, M.D., Inc.'s EIN is 95-4516423.

EIN 95-4516423

Plan number 001

Plan year 2024

ACK ID 20251015210000NAL0011222130001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Julia Anne Tatum Hunter, M.D., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Julia Anne Tatum Hunter, M.D., Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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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.
High average account balance (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

JULIA ANNE TATUM HUNTER, M.D., INC.

EIN

all filings

Address

8644 WILSHIRE BLVD · SUITE 202 · BEVERLY HILLS, CA · 90211

Phone

(213) 999-4944

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator