Original filing (PDF)20250619150200NAL0003239505003

JAMISON HANSON LLC

Name: JAMISON HANSON LLC — JAMISON HANSON LLC 401K RETIREMENT PLAN, Form 5500 (2024)
Creator: JAMISON HANSON LLC

Form 5500-SF

FILING_RECEIVED

JAMISON HANSON LLC 401K RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$558K

Net assets (EOY)

$558K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JAMISON HANSON LLC.

Plan sponsor

Name

JAMISON HANSON LLC

EIN

87-0941927

Address

1564 COMMERCIAL ST SE · SALEM, OR · 97302

Phone

(503) 391-1040

Industry

Management of Companies / Holdingssee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-19

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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