How big is Jorgensen Associates, Inc.'s plan?

Jorgensen Associates, Inc.'s plan reported $7.5M in assets and 72 participants for 2024.

Original filing (PDF)20251014101329NAL0002495249001

Jorgensen Associates, Inc.

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

Form 5500-SF

FILING_RECEIVED

Jorgensen Associates Retirement Plan

401(k) retirement plan · Jorgensen Associates, Inc.'s Jorgensen Associates Retirement Plan held $7.5M in plan assets for 72 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.5M

Net assets (EOY)

$7.5M

Plan identifiers

Jorgensen Associates, Inc.'s EIN is 83-0255572.

EIN 83-0255572

Plan number 001

Plan year 2024

ACK ID 20251014101329NAL0002495249001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Jorgensen Associates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 ASSOCIATES, 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