Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JENSEN GLOBAL, INC.
EIN 03-0456809electrical/electronic manufacturingLatest filing 2024
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
23
712 E. MASON ST. - SANTA BARBARA, CA 93103805-965-3668jensenglobal.comLinkedIn11-50 employeeselectrical/electronic manufacturing
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.0M assets / 23 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
JENSEN GLOBAL, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$2.2M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JENSEN GLOBAL, INC. CASH BALANCE PLAN
CashBalance
Assets$811K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JENSEN GLOBAL, INC. 401(K) PROFIT SHARING PLAN | 401k | $2.2M | 12 | 2024 | |
| 002 | JENSEN GLOBAL, INC. CASH BALANCE PLAN | CashBalance | $811K | 11 | 2024 |
Retirement plans