Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ST. JULES, LLC
EIN 82-1019530Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
112
701 GALVIN ROAD SOUTH, SUITE 102 - BELLEVUE, NE 68005402-917-8225
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M assets / 112 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ST. JULES, LLC DBA VISITING ANGELS CASH BALANCE PENSION PLAN
CashBalance
Assets$1.7M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ST. JULES, LLC DBA VISITING ANGELS 401(K) PLAN
401k
Assets$488K
Participants82
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ST. JULES, LLC DBA VISITING ANGELS CASH BALANCE PENSION PLAN | CashBalance | $1.7M | 30 | 2024 | |
| 001 | ST. JULES, LLC DBA VISITING ANGELS 401(K) PLAN | 401k | $488K | 82 | 2024 |
Retirement plans