Sponsor portfolio
JORGENSEN, SCHULZ & ASSOCIATES, S.C.
EIN 39-1837972medical practiceLatest filing 2025
Plans
1
Retirement
1
$2.9M assets
Welfare
0
Participants
28
1225 WEST NORTHLAND AVENUE - APPLETON, WI 54914920-731-2020visionsource-appletoneyecare.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JORGENSEN, SCHULZ & ASSOCIATES, S.C. PROFIT SHARING PLAN | 401k | $2.9M | 28 | 2025 |
Retirement plans