How big is Jordan Lake LLC's plan?

Jordan Lake LLC's plan reported $2.4M in assets and 15 participants for 2025.

Original filing (PDF)20260130073252NAL0010712370001

Jordan Lake LLC

Name: Jordan Lake LLC — Jordan Lake 401(k) Plan, Form 5500 (2025)
Creator: Jordan Lake LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jordan Lake 401(k) Plan

401(k) retirement plan · Jordan Lake LLC's Jordan Lake 401(k) Plan held $2.4M in plan assets for 15 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

Jordan Lake LLC's EIN is 37-1861485.

EIN 37-1861485

Plan number 001

Plan year 2025

ACK ID 20260130073252NAL0010712370001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jordan Lake LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jordan Lake LLC'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 LAKE LLC.

Finding similar companies…

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (22nd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

JORDAN LAKE LLC

EIN

all filings

Address

65 FORKED PINE CT · CHAPEL HILL, NC · 27517

Phone

(585) 944-5591

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-01-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

The Pinnacle Planning Group, LLC

Pinnacle Planning Group 401(k) Plan

$2.4M · 4 participants

Daniel W. McClung

Daniel W McClung Money Purchase Plan

$2.4M · 5 participants

P-W Insurance, Inc.

Petersburg-Wrangell Insurance Center Profit Sharing Plan

$2.4M · 4 participants

Fitzpatrick INS Solutions LLC

Fitzpatrick INS Solutions LLC 401(k) Profit Sharing Plan & Trust

$2.4M · 8 participants

James O. Ostrander

James O Ostrander Profit Sharing Plan

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