How big is CALL & Jensen, APC's plan?

CALL & Jensen, APC's plan reported $27.7M in assets and 48 participants for 2024.

Original filing (PDF)20251014133536NAL0004113184002

CALL & Jensen, APC

Name: CALL & Jensen, APC — CALL & Jensen, a Professional, Form 5500 (2024)
Creator: CALL & Jensen, APC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CALL & Jensen, a Professional Corporation 401(k) Plan

401(k) retirement plan · CALL & Jensen, APC's CALL & Jensen, a Professional Corporation 401(k) Plan held $27.7M in plan assets for 48 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$27.7M

Net assets (EOY)

$27.7M

Plan identifiers

CALL & Jensen, APC's EIN is 33-0120573.

EIN 33-0120573

Plan number 001

Plan year 2024

ACK ID 20251014133536NAL0004113184002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CALL & Jensen, APC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CALL & Jensen, APC's plan includes profit-sharing, a self-directed brokerage window, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CALL & JENSEN, APC.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

CALL & JENSEN, APC

EIN

all filings

Address

610 NEWPORT CENTER DR., STE. 700 · NEWPORT BEACH, CA · 92660

Phone

(949) 717-3000

Industry

Law Offices· Professional & Technical Services

Plan administrator