How big is Jensen Partners LLC's plan?

Jensen Partners LLC's plan reported $87K in assets and 7 participants for 2024.

Original filing (PDF)20250731173116NAL0003286979001

Jensen Partners LLC

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

Form 5500-SF

FILING_RECEIVED

Jensen Partners LLC Cash Balance Plan

Defined-benefit pension plan · Jensen Partners LLC's Jensen Partners LLC Cash Balance Plan held $87K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$87K

Net assets (EOY)

$87K

Plan identifiers

Jensen Partners LLC's EIN is 87-2124504.

EIN 87-2124504

Plan number 002

Plan year 2024

ACK ID 20250731173116NAL0003286979001

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 a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score