How big is Jorgensen, Schulz & Associates, S.C.'s plan?

Jorgensen, Schulz & Associates, S.C.'s plan reported $2.9M in assets and 15 participants for 2025.

Original filing (PDF)20260326161246NAL0006149136001

Jorgensen, Schulz & Associates, S.C.

Name: Jorgensen, Schulz & Associates, S.C. — Jorgensen, Form 5500 (2025)
Creator: Jorgensen, Schulz & Associates, S.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jorgensen, Schulz & Associates, S.C. Profit Sharing Plan

401(k) retirement plan · Jorgensen, Schulz & Associates, S.C.'s Jorgensen, Schulz & Associates, S.C. Profit Sharing Plan held $2.9M in plan assets for 15 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan identifiers

Jorgensen, Schulz & Associates, S.C.'s EIN is 39-1837972.

EIN 39-1837972

Plan number 001

Plan year 2025

ACK ID 20260326161246NAL0006149136001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jorgensen, Schulz & Associates, S.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jorgensen, Schulz & Associates, S.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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 (93rd percentile).

Plan sponsor

Name

JORGENSEN, SCHULZ & ASSOCIATES, S.C.

EIN

all filings

Address

1225 WEST NORTHLAND AVENUE · APPLETON, WI · 54914

Phone

(920) 731-2020

Industry

Health Care & Social Assistance

Plan administrator