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Sponsor portfolio

JULIE NEILL DESIGNS, LLC

EIN 72-1463586-design-Latest filing 2025
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
24
2909 CAMP STREET - NEW ORLEANS, LA 70115504-610-6391julieneill.comLinkedIn1-10 employeesdesign
Plans on this EIN
2 filings
#002CashBalance-$2.1M - 5 part#001401k-$918K - 19 part

Retirement portfolio analytics

2 plans aggregated / $3.0M assets / 24 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • CASH BALANCE PLAN (#002)70%
  • NEILL DESIGNS 401(K) (#001)30%
Total $3.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • NEILL DESIGNS 401(K) (#001)19
  • CASH BALANCE PLAN (#002)5
Total 24Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

JULIE NEILL DESIGNS, LLC CASH BALANCE PLAN

CashBalance

Assets$2.1M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

JULIE NEILL DESIGNS 401(K) PLAN

401k

Assets$918K
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002JULIE NEILL DESIGNS, LLC CASH BALANCE PLANCashBalance$2.1M52025
001JULIE NEILL DESIGNS 401(K) PLAN401k$918K192025
Retirement plans
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