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Sponsor portfolio

ERIK JENSEN, PLLC

EIN 90-0918277-Real Estate and Rental and Leasing-Latest filing 2025
Plans
2
Retirement
2
$429K assets
Welfare
0
Participants
6
225 W. GARDENIA DR. - PHOENIX, AZ 85021602-717-0017
Plans on this EIN
2 filings
#002CashBalance-$246K - 3 part#001401k-$183K - 3 part

Retirement portfolio analytics

2 plans aggregated / $429K assets / 6 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • CASH BALANCE PLAN (#002)57%
  • JENSEN, PLLC 401(K) (#001)43%
Total $429KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)3
  • JENSEN, PLLC 401(K) (#001)3
Total 6Click 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#002

ERIK JENSEN, PLLC CASH BALANCE PLAN

CashBalance

Assets$246K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ERIK JENSEN, PLLC 401(K) PLAN

401k

Assets$183K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ERIK JENSEN, PLLC CASH BALANCE PLANCashBalance$246K32025
001ERIK JENSEN, PLLC 401(K) PLAN401k$183K32025
Retirement plans
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