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Sponsor portfolio

JORGENSEN LAW, P.A.

EIN 59-3509240-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$781K assets
Welfare
0
Participants
12
4455 CENTRAL AVENUE - ST. PETERSBURG, FL 33713727-327-6125
Plans on this EIN
2 filings
#001401k-$776K - 10 part#002CashBalance-$5K - 2 part

Retirement portfolio analytics

2 plans aggregated / $781K assets / 12 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • LAW, P.A. 401(K) (#001)99%
  • CASH BALANCE PLAN (#002)1%
Total $781KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LAW, P.A. 401(K) (#001)10
  • CASH BALANCE PLAN (#002)2
Total 12Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

JORGENSEN LAW, P.A. 401(K) PLAN

401k

Assets$776K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JORGENSEN GIBBONS, PA CASH BALANCE PLAN

CashBalance

Assets$5K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JORGENSEN LAW, P.A. 401(K) PLAN401k$776K102024
002JORGENSEN GIBBONS, PA CASH BALANCE PLANCashBalance$5K22024
Retirement plans
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