Original filing (PDF)20250701123620NAL0030627458001

JC POULSEN INVESTMENTS, INC.

Name: JC POULSEN INVESTMENTS, INC. — JC POULSEN INVESTMENTS, INC. 401K PLAN, Form 5500 (2024)
Creator: JC POULSEN INVESTMENTS, INC.

Form 5500-SF

FILING_RECEIVED

JC POULSEN INVESTMENTS, INC. 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$532K

Net assets (EOY)

$532K

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 average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JC POULSEN INVESTMENTS, INC..

Plan sponsor

Name

JC POULSEN INVESTMENTS, INC.

EIN

45-2661538

Address

1162 E CANYON RD · SPANISH FORK, UT · 846605650

Phone

(385) 200-9544

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