How big is Robert L. Jensen & Associates' plan?

Robert L. Jensen & Associates' plan reported $3.6M in assets and 39 participants for 2024.

Original filing (PDF)20250523170948NAL0003574465001

Robert L. Jensen & Associates

Name: Robert L. Jensen & Associates — Robert L. Jensen &, Form 5500 (2024)
Creator: Robert L. Jensen & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert L. Jensen & Associates 401(k) Profit Sharing Plan

401(k) retirement plan · Robert L. Jensen & Associates' Robert L. Jensen & Associates 401(k) Profit Sharing Plan held $3.6M in plan assets for 39 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan identifiers

Robert L. Jensen & Associates' EIN is 94-2321122.

EIN 94-2321122

Plan number 001

Plan year 2024

ACK ID 20250523170948NAL0003574465001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Robert L. Jensen & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Robert L. Jensen & Associates' 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 ROBERT L. JENSEN & ASSOCIATES.

Finding similar companies…

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

Knocking points off