Original filing (PDF)20251001154947NAL0013429745001

SEEVERS JORDAN & ZIEGENMEYER

Name: SEEVERS JORDAN & ZIEGENMEYER — SEEVERS JORDAN & ZIEGENMEYER 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SEEVERS JORDAN & ZIEGENMEYER

Form 5500-SF

FILING_RECEIVED

SEEVERS JORDAN & ZIEGENMEYER 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.4M

Net assets (EOY)

$7.4M

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 SEEVERS JORDAN & ZIEGENMEYER.

Plan sponsor

Name

SEEVERS JORDAN & ZIEGENMEYER

EIN

91-1766837

Address

590 MENLO DRIVE SUITE 1 · ROCKLIN, CA · 95765

Phone

(916) 435-3883

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-01

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

SINNEN-GREEN & ASSOCIATES, INC.

SINNEN-GREEN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

$7.4M · 50 participants

ABOUND HEALTH HOLDING, LLC

ABOUND HEALTH HOLDING, LLC 401(K) PLAN

$7.5M · 1,973 participants

ANDERSON APPRAISAL SERVICES, INC.

ANDERSON APPRAISAL SERVICES, INC. 401K PROFIT SHARING PLAN

$7.2M · 13 participants

APPRAISAL PACIFIC, INC.

APPRAISAL PACIFIC, INC. COMPARABILITY PROFIT SHARING PLAN

$7.1M · 4 participants

AUSHERMAN BROTHERS REAL ESTATE INC