Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JENSEN PARTNERS LLC
EIN 87-2124504architecture & planningLatest filing 2024
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
51
1436 CORONADO TERRACE - LOS ANGELES, CA 90026213-748-3431jensenpartners.comLinkedIn11-50 employeesarchitecture & planning
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.7M assets / 51 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 PARTNERS 401(K) RETIREMENT PLAN
401k
Assets$3.6M
Participants38
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JENSEN PARTNERS LLC CASH BALANCE PLAN
CashBalance
Assets$87K
Participants13
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 PARTNERS 401(K) RETIREMENT PLAN | 401k | $3.6M | 38 | 2024 | |
| 002 | JENSEN PARTNERS LLC CASH BALANCE PLAN | CashBalance | $87K | 13 | 2024 |
Retirement plans