Juniper Square, Inc. 401(k) Plan: Login, Facts & Contact Information

Juniper Square, Inc. 401(k) Plan Facts

Plan name
JUNIPER SQUARE 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
JUNIPER SQUARE, INC.
Participants
566 (433 active employees)
Former employees with a balance
165
Plan assets
$26,304,375 at Dec 31, 2024
Average account balance
$48,265 across 545 accounts
Employer contributions
$41 in plan year 2024
Recordkeeper
Guideline, Llc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jun 25, 2017
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Feb 6, 2026. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $6.46 million went into the plan in contributions, $41 of it from the employer (0%).
  • $4.23 million was paid out to participants.
  • Investment and other income added $3.19 million.
  • Administrative expenses were $25,471, about $47 per account.

How the Juniper Square, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
201961$2.28 million$0$37,709
2020147$5.42 million$0$245,170
2021254$11.5 million$0$713,030
2022427$13.9 million$0$1.78 million
2023518$20.9 million$3,107$2.40 million
2024566$26.3 million$41$4.23 million

Juniper Square, Inc. 401(k) Contact Information

Phone
415-841-2722
Mailing address
555 MONTGOMERY ST STE 1400, SAN FRANCISCO CA 94111
Plan sponsor
JUNIPER SQUARE, INC.
Plan administrator
ACCRUE 401K, INC.
Employer identification number (EIN)
46-4945827
Plan number
001

Questions about the Juniper Square, Inc. 401(k)

Does Juniper Square, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $41, 0% of all contributions.

Does the Juniper Square, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Juniper Square, Inc 401(k) plan?

566 participants at the start of plan year 2024, 433 of them active employees, and 165 former employees who still had money in the plan.

What is the average 401(k) balance at Juniper Square, Inc?

About $48,265 per account: $26.3 million in plan assets across 545 accounts with a balance at the end of plan year 2024.

Who manages the Juniper Square, Inc 401(k) accounts?

Guideline (listed on the filing as GUIDELINE, LLC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Juniper Square, Inc. How do I access my 401(k)?

Your account stays with Guideline after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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