Assets by plan
Share of aggregate retirement assets
62%top
Filings through .
Sponsor portfolio
Jurgens & Co., P.A.
EIN 82-0442174Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
12
PO BOX 499 - LEWISTON, WV 83501208-746-3611
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 12 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
JURGENS & CO., P.A. 401(K) PLAN
401(k)
Assets$785K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JURGENS & CO., P.A. CASH BALANCE PLAN
Cash balance
Assets$486K
Participants5
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 | JURGENS & CO., P.A. 401(K) PLAN | 401(k) | $785K | 7 | 2025 | |
| 002 | JURGENS & CO., P.A. CASH BALANCE PLAN | Cash balance | $486K | 5 | 2025 |
Retirement plans