How big is Benjamin Shelley Julie, LLC's plan?

Benjamin Shelley Julie, LLC's plan reported $1.0M in assets and 21 participants for 2024.

Original filing (PDF)20251007205916NAL0008493824001

Benjamin Shelley Julie, LLC

Name: Benjamin Shelley Julie, LLC — Benjamin Shelley Julie, Form 5500 (2024)
Creator: Benjamin Shelley Julie, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Benjamin Shelley Julie LLC 401(k) Plan

401(k) retirement plan · Benjamin Shelley Julie, LLC's Benjamin Shelley Julie LLC 401(k) Plan held $1.0M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

Benjamin Shelley Julie, LLC's EIN is 98-1367877.

EIN 98-1367877

Plan number 001

Plan year 2024

ACK ID 20251007205916NAL0008493824001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Benjamin Shelley Julie, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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Plan health score

Above-average plan

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