Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JESSEN OMFS, INC.
EIN 45-2648973medical practiceLatest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
22
1508 E. SKYLINE DRIVE, SUITE 800 - SOUTH OGDEN, UT 84405801-479-8200LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 22 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
JESSEN OMFS, INC. PROFIT SHARING PLAN
401k
Assets$1.6M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JESSEN OMFS, INC. CASH BALANCE PLAN
CashBalance
Assets$237K
Participants10
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 | JESSEN OMFS, INC. PROFIT SHARING PLAN | 401k | $1.6M | 12 | 2024 | |
| 002 | JESSEN OMFS, INC. CASH BALANCE PLAN | CashBalance | $237K | 10 | 2025 |
Retirement plans