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  2. F E JORDAN ASSOCIATES, INC.
Sponsor portfolio

F E JORDAN ASSOCIATES, INC.

EIN 94-2769292-construction-Latest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
11
490 POST ST STE 1607 - SAN FRANCISCO, CA 941021313fejordan.comLinkedIn1-10 employeesconstruction
Plans on this EIN
2 filings
#002401k-$1.3M - 4 part#001ProfitSharing-$851K - 7 part

Retirement portfolio analytics

2 plans aggregated / $2.1M assets / 11 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • INC. 401K PLAN (#002)60%
  • PROFIT SHARING PLAN (#001)40%
Total $2.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)7
  • INC. 401K PLAN (#002)4
Total 11Click 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

F E JORDAN ASSOCIATES, INC. 401K PLAN

401k

Assets$1.3M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

F E JORDAN ASSOCIATES, INC. PROFIT SHARING PLAN

ProfitSharing

Assets$851K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002F E JORDAN ASSOCIATES, INC. 401K PLAN401k$1.3M42025
001F E JORDAN ASSOCIATES, INC. PROFIT SHARING PLANProfitSharing$851K72025
Retirement plans
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