How big is Jorstad, Inc. Certified Public Accountants' plan?

Jorstad, Inc. Certified Public Accountants' plan reported $10.7M in assets and 8 participants for 2025.

Original filing (PDF)20260402163809NAL0002538721001

Jorstad, Inc. Certified Public Accountants

Name: Jorstad, Inc. Certified Public Accountants — Form 5500 Plan 001 (2025)
Creator: Jorstad, Inc. Certified Public Accountants
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jorstad, Inc. Certified Public Accountants Retirement Plan

401(k) retirement plan · Jorstad, Inc. Certified Public Accountants' Jorstad, Inc. Certified Public Accountants Retirement Plan held $10.7M in plan assets for 8 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.7M

Net assets (EOY)

$10.7M

Plan identifiers

Jorstad, Inc. Certified Public Accountants' EIN is 68-0104659.

EIN 68-0104659

Plan number 001

Plan year 2025

ACK ID 20260402163809NAL0002538721001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jorstad, Inc. Certified Public Accountants from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jorstad, Inc. Certified Public Accountants' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JORSTAD, INC. CERTIFIED PUBLIC ACCOUNTANTS.

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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