How big is Beardsley, Jensen & Lee, PROF. LLC's plan?

Beardsley, Jensen & Lee, PROF. LLC's plan reported $3.4M in assets and 20 participants for 2024.

Original filing (PDF)20250712084329NAL0004710883001

Beardsley, Jensen & Lee, PROF. LLC

Name: Beardsley, Jensen & Lee, PROF. LLC — Beardsley, Form 5500 (2024)
Creator: Beardsley, Jensen & Lee, PROF. LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Beardsley, Jensen & Lee, PROF. L.L.C. 401(k) Plan

401(k) retirement plan · Beardsley, Jensen & Lee, PROF. LLC's Beardsley, Jensen & Lee, PROF. L.L.C. 401(k) Plan held $3.4M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan identifiers

Beardsley, Jensen & Lee, PROF. LLC's EIN is 91-1776134.

EIN 91-1776134

Plan number 001

Plan year 2024

ACK ID 20250712084329NAL0004710883001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Beardsley, Jensen & Lee, PROF. LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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