How big is Sloat Higgins Jensen & Associates' plan?

Sloat Higgins Jensen & Associates' plan reported $4.6M in assets and 8 participants for 2023.

Original filing (PDF)20240723152537NAL0012034353001

Sloat Higgins Jensen & Associates

Name: Sloat Higgins Jensen & Associates — Sloat Higgins, Form 5500 (2023)
Creator: Sloat Higgins Jensen & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sloat Higgins Jensen & Associates 401(k) Plan

401(k) retirement plan · Sloat Higgins Jensen & Associates' Sloat Higgins Jensen & Associates 401(k) Plan held $4.6M in plan assets for 8 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

Plan identifiers

Sloat Higgins Jensen & Associates' EIN is 36-4751154.

EIN 36-4751154

Plan number 002

Plan year 2023

ACK ID 20240723152537NAL0012034353001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Sloat Higgins Jensen & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Sloat Higgins Jensen & Associates' plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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