How big is Jordan Mozer & Associates, Ltd.'s plan?

Jordan Mozer & Associates, Ltd.'s plan reported $291K in assets and 4 participants for 2024.

Original filing (PDF)20250902140207NAL0008491795001

Jordan Mozer & Associates, Ltd.

Name: Jordan Mozer & Associates, Ltd. — Jordan Mozer &, Form 5500 (2024)
Creator: Jordan Mozer & Associates, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jordan Mozer & Associates, Ltd. 401(k) Plan

401(k) retirement plan · Jordan Mozer & Associates, Ltd.'s Jordan Mozer & Associates, Ltd. 401(k) Plan held $291K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$291K

Net assets (EOY)

$291K

People on this filing

JEFF Carloss signed Jordan Mozer & Associates, Ltd.'s 2024 Form 5500 as plan administrator.

JEFF Carloss — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Jordan Mozer & Associates, Ltd.'s EIN is 36-3479308.

EIN 36-3479308

Plan number 001

Plan year 2024

ACK ID 20250902140207NAL0008491795001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jordan Mozer & Associates, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jordan Mozer & Associates, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JORDAN MOZER & ASSOCIATES, LTD.

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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