How big is Jorgensen Orthodontics, LLC's plan?

Jorgensen Orthodontics, LLC's plan reported $1.7M in assets and 12 participants for 2024.

Original filing (PDF)20251001145208NAL0016270016001

Jorgensen Orthodontics, LLC

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

Form 5500-SF

FILING_RECEIVED

Jorgensen Orthodontics 401(k) Retirement Plan

401(k) retirement plan · Jorgensen Orthodontics, LLC's Jorgensen Orthodontics 401(k) Retirement Plan held $1.7M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Jorgensen Orthodontics, LLC's EIN is 88-2578443.

EIN 88-2578443

Plan number 001

Plan year 2024

ACK ID 20251001145208NAL0016270016001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Jorgensen Orthodontics, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JORGENSEN ORTHODONTICS, 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 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 (90th percentile).

Plan sponsor

Name

JORGENSEN ORTHODONTICS, LLC

EIN

all filings

Address

1401 BARBARA LOOP, SE · RIO RANCHO, NM · 87124

Phone

(505) 981-9440

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator