Original filing (PDF)20250617135808NAL0003876178001

J.C. NORBY & ASSOCIATES, INC

Name: J.C. NORBY & ASSOCIATES, INC — J.C. NORBY & ASSOCIATES, INC. 401(K) PLAN, Form 5500 (2024)
Creator: J.C. NORBY & ASSOCIATES, INC

Form 5500-SF

FILING_RECEIVED

J.C. NORBY & ASSOCIATES, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$529K

Net assets (EOY)

$529K

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for J.C. NORBY & ASSOCIATES, INC.

Plan sponsor

Name

J.C. NORBY & ASSOCIATES, INC

EIN

20-8197487all filings

Address

1107 REGIS CT SUITE 200 · EAU CLAIRE, WI · 54701

Phone

(715) 834-3953

Industry

Real Estatesee 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

2025-06-17

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

ROGERS & TAYLOR APPRAISERS, INC.

ROGERS & TAYLOR APPRAISERS, INC. 401(K) PLAN

$529K · 18 participants

BRG, INC.

BRG, INC. CASH BALANCE PLAN

$534K · 5 participants

WESTON A. WOODFORD

WOODFORD AND ASSOCIATES 401(K) PLAN

$537K · 4 participants

CRONKHITE HOMES LLC

CRONKHITE HOMES LLC 401(K) PROFIT SHARING PLAN & TRUST

$540K · 10 participants

KEN COLLEY & ASSOCIATES, INC.

KEN COLLEY & ASSOCIATES, INC. CASH BALANCE PLAN

$540K · 7 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.