How big is Jorgensen Agency Inc.'s plan?

Jorgensen Agency Inc.'s plan reported $64K in assets and 6 participants for 2024.

Original filing (PDF)20250630141622NAL0028924594002

Jorgensen Agency Inc.

Name: Jorgensen Agency Inc. — Jorgensen Agency Inc., Form 5500 (2024)
Creator: Jorgensen Agency Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jorgensen Agency Inc. Retirement Trust

401(k) retirement plan · Jorgensen Agency Inc.'s Jorgensen Agency Inc. Retirement Trust held $64K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$64K

Net assets (EOY)

$64K

People on this filing

Plan Sponsor signed Jorgensen Agency Inc.'s 2024 Form 5500 as plan administrator.

Plan Sponsor — 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 Agency Inc.'s EIN is 81-5052786.

EIN 81-5052786

Plan number 001

Plan year 2024

ACK ID 20250630141622NAL0028924594002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Jorgensen Agency Inc.'s plan includes profit-sharing, 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 AGENCY INC.

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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