· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PAGE JENKINS FINANCIAL SERVICES, INC. — PAGE JENKINS FINANCIAL SERVICES, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250205062523NAL0009408753001
PAGE JENKINS FINANCIAL SERVICES, INC.
Form 5500-SF
FILING_RECEIVED
PAGE JENKINS FINANCIAL SERVICES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
7
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PAGE JENKINS FINANCIAL SERVICES, INC.
.
Find decision makers
Plan sponsor
Name
PAGE JENKINS FINANCIAL SERVICES, INC.
EIN
95-4145462
Address
9663 SANTA MONICA BLVD. NO. 404 · BEVERLY HILLS, CA · 90210
Phone
(310) 550-8004
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-02-05
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
C & E INVESTMENTS, INC.
C & E INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN
$1.6M · 96 participants
BOOS AND CHAN INC.
BOOS AND CHAN 401K PLAN
$1.6M · 1 participants
MILES CONSULTING GROUP, INC.
MILES CONSULTING GROUP, INC. 401(K) PROFIT SHARING PLAN
$1.6M · 9 participants
SCHWAB BUSINESS SERVICES, LLC
SCHWAB BUSINESS SERVICES, LLC PENSION PLAN
$1.6M · 5 participants
AMERICAN ACCOUNTING SERVICES
AMERICAN ACCOUNTING SERVICES 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.6M · 4 participants
PALMAR CONSULTING GROUP, INC.
PALMAR CONSULTING RETIREMENT PLAN
$1.6M · 10 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
