How big is JARZ's plan?

JARZ's plan reported $237K in assets and 8 participants for 2024.

Original filing (PDF)20250701162652NAL0012310785001

JARZ

Name: JARZ — JARZ Retirement Trust, Form 5500 (2024)
Creator: JARZ
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JARZ Retirement Trust

401(k) retirement plan · JARZ's JARZ Retirement Trust held $237K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$237K

Net assets (EOY)

$237K

People on this filing

Randy Bierwerth signed JARZ's 2024 Form 5500 as plan administrator.

Randy Bierwerth — 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

JARZ's EIN is 42-1628414.

EIN 42-1628414

Plan number 001

Plan year 2024

ACK ID 20250701162652NAL0012310785001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JARZ from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JARZ'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 JARZ.

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Helping the score

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

Plan sponsor

Name

JARZ

DBA

MACHINING SPECIALISTS

EIN

all filings

Address

4290 CENTERVILLE RD · VADNAIS HEIGHTS, MN · 55127

Phone

(651) 204-1034

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-01

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

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