How big is Jorgensen Holdings, LLC's plan?

Jorgensen Holdings, LLC's plan reported $77K in assets and 6 participants for 2024.

Original filing (PDF)20250925093859NAL0009593456001

Jorgensen Holdings, LLC

Name: Jorgensen Holdings, LLC — Jorgensen Hearing Center, Form 5500 (2024)
Creator: Jorgensen Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jorgensen Hearing Center Retirement & Savings Plan

401(k) retirement plan · Jorgensen Holdings, LLC's Jorgensen Hearing Center Retirement & Savings Plan held $77K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$77K

Net assets (EOY)

$77K

People on this filing

CHAD Carroll signed Jorgensen Holdings, LLC's 2024 Form 5500 as plan administrator.

CHAD Carroll — 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

Jorgensen Holdings, LLC's EIN is 47-1309056.

EIN 47-1309056

Plan number 001

Plan year 2024

ACK ID 20250925093859NAL0009593456001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Jorgensen Holdings, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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