· 2022–2024 · DOL EFAST2

E. P. JORDAN & ASSOCIATES INC. — JORDAN & ASSOCIATES 401(K) PROFIT SHARING PLAN, Form 5500 (2024)

Original filing (PDF)20250923092018NAL0007127184001

E. P. JORDAN & ASSOCIATES INC.

Form 5500-SF

FILING_RECEIVED

JORDAN & ASSOCIATES 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

5

Accounts w/ balance

6

Plan assets (EOY)

$354K

Net assets (EOY)

$354K

Plan health score

Top-tier plan health

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

83

Vendor & structure

100

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 E. P. JORDAN & ASSOCIATES INC..

Plan sponsor

Name

E. P. JORDAN & ASSOCIATES INC.

EIN

16-1385735all filings

Address

3635 GENESEE ST · BUFFALO, NY · 14225

Phone

(716) 565-1965

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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