JORGENSEN ASSOCIATES, INC. 401(k) Plan
What public Form 5500 filings show about the JORGENSEN ASSOCIATES, INC. 401(k) plan — and how to find and check your own account.
The JORGENSEN ASSOCIATES, INC. 401(k) on its latest Form 5500
JORGENSEN ASSOCIATES, INC. (EIN 83-0255572) reports JORGENSEN ASSOCIATES RETIREMENT PLAN on its most recent Form 5500, with $7.5M in plan assets across 72 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full JORGENSEN ASSOCIATES, INC. filing — schedules, fees, and providers.
Who runs the JORGENSEN ASSOCIATES, INC. 401(k)?
JORGENSEN ASSOCIATES, INC.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask JORGENSEN ASSOCIATES, INC.HR for the recordkeeper’s name and login.
How to check your JORGENSEN ASSOCIATES, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask JORGENSEN ASSOCIATES, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
