Original filing (PDF)20251013150032NAL0001473777001

JACKSON LOMAN DOWNEY & STEVENS-BLOC

Name: JACKSON LOMAN DOWNEY & STEVENS-BLOC — JACKSON LOMAN STANFORD & ET AL 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JACKSON LOMAN DOWNEY & STEVENS-BLOC

Form 5500-SF

FILING_RECEIVED

JACKSON LOMAN STANFORD & ET AL 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JACKSON LOMAN DOWNEY & STEVENS-BLOC.

Plan sponsor

Name

JACKSON LOMAN DOWNEY & STEVENS-BLOC

EIN

20-2000002

Address

201 3RD ST NW STE 1500 · ALBUQUERQUE, NM · 87102

Phone

(505) 767-0577

Industry

Law Offices· Professional & Technical Servicessee 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

2025-10-13

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

Small plans don't disclose service providers

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