· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JENSEN, MARKS, LANGER & VANCE LLC — JENSEN, MARKS, LANGER & VANCE LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251124100318NAL0001734945001
JENSEN, MARKS, LANGER & VANCE LLC
Form 5500-SF
FILING_RECEIVED
JENSEN, MARKS, LANGER & VANCE LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
Late filing · 0.3 mo
Active participants
20
Accounts w/ balance
24
Plan assets (EOY)
$8.8M
Net assets (EOY)
$8.8M
Plan health score (directional)
88
/ 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
99
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JENSEN, MARKS, LANGER & VANCE LLC
.
Find decision makers
Plan sponsor
Name
JENSEN, MARKS, LANGER & VANCE LLC
EIN
20-4138995
Address
360 DELAWARE AVE STE 400 · SUITE 400 · BUFFALO, NY · 14202
Phone
(716) 362-0170
Industry
Finance & Insurance
see 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
2025-11-24
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
NOBLE ROYALTIES, INC.
NOBLE ROYALTIES, INC. 401(K) PLAN
$8.8M · 48 participants
APPIAN WAY ENERGY PARTNERS, LLC
APPIAN WAY ENERGY PARTNERS, LLC 401(K) RETIREMENT PLAN
$8.8M · 25 participants
ASSET MANAGEMENT GROUP, INC.
ASSET MANAGEMENT GROUP, INC. RETIREMENT PLAN
$8.8M · 5 participants
CORNERSTONE WEALTH GROUP, LLC
CORNERSTONE WEALTH GROUP, LLC 401(K) PLAN
$8.8M · 49 participants
DON BUCHWALD AND ASSOCIATES
DON BUCHWALD AND ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST
100
Knocking points off
Filed 0.3 months past the 10.5-month grace window.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$8.8M · 111 participants
INDUSTRY VENTURES, LLC
INDUSTRY VENTURES RETIREMENT PLAN
$8.8M · 42 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
