Original filing (PDF)20240410075306NAL0041678210001

JORGENSEN FARMS LLC

Name: JORGENSEN FARMS LLC — JORGENSEN FARMS LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: JORGENSEN FARMS LLC

Form 5500-SF

FILING_RECEIVED

JORGENSEN FARMS LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$34K

Net assets (EOY)

$34K

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

JORGENSEN FARMS LLC

EIN

01-0669976all filings

Address

5851 E WALNUT ST · WESTERVILLE, OH · 430819695

Phone

(614) 855-2697

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-04-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

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SYMBOLIC COACH LINES

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SUE MEZERAS QUILTERS PARADISE

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