How big is Jensen Partners LLC's plan?

Jensen Partners LLC's plan reported $3.6M in assets and 19 participants for 2024.

Original filing (PDF)20250731172025NAL0008935344001

Jensen Partners LLC

Name: Jensen Partners LLC — Jensen Partners 401(k), Form 5500 (2024)
Creator: Jensen Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jensen Partners 401(k) Retirement Plan

401(k) retirement plan · Jensen Partners LLC's Jensen Partners 401(k) Retirement Plan held $3.6M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan identifiers

Jensen Partners LLC's EIN is 87-2124504.

EIN 87-2124504

Plan number 001

Plan year 2024

ACK ID 20250731172025NAL0008935344001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

JENSEN PARTNERS LLC

EIN

all filings

Address

1436 CORONADO TERRACE · LOS ANGELES, CA · 90026

Phone

(213) 748-3431

Industry

Professional & Technical Services

Plan administrator