How big is Jensen Stern, Ltd.'s plan?

Jensen Stern, Ltd.'s plan reported $695K in assets and 3 participants for 2024.

Original filing (PDF)20250908170158NAL0012063171001

Jensen Stern, Ltd.

Name: Jensen Stern, Ltd. — Jensen Stern, Ltd. 401(k) P/S, Form 5500 (2024)
Creator: Jensen Stern, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jensen Stern, Ltd. 401(k) P/S Plan

401(k) retirement plan · Jensen Stern, Ltd.'s Jensen Stern, Ltd. 401(k) P/S Plan held $695K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$695K

Net assets (EOY)

$695K

People on this filing

Kirk Peterson signed Jensen Stern, Ltd.'s 2024 Form 5500 as plan administrator.

Kirk Peterson — 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

Jensen Stern, Ltd.'s EIN is 82-0430873.

EIN 82-0430873

Plan number 002

Plan year 2024

ACK ID 20250908170158NAL0012063171001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Jensen Stern, Ltd.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JENSEN STERN, LTD.

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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