Retirement plan

ROBERT V. JENSEN, INC. 401(K) PROFIT SHARING PLAN

Name: ROBERT V. JENSEN, INC. - ROBERT V. JENSEN, INC. 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: ROBERT V. JENSEN, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROBERT V. JENSEN, INC. 401(K) PROFIT SHARING PLAN, ROBERT V. JENSEN, INC.

ROBERT V. JENSEN, INC.EIN 94-2266370Plan #002PY 2025

PO BOX 12907 - FRESNO, CA 937259357559-485-8210LinkedIn11-50 employeesoil & energy

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$7.9M

+17.0% from 2024

Total participants

+1.3% from 2024

Average account balance

$133,697

+11.1% from 2024

Annual return

10.73%

-12.57 pp from 2024

Benchmarks

See 1,337 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort1,337 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$7.89M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$134K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

96.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$476K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.73%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$2173

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J2F2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$128K

$2102 / participant

Other / not subdivided$128K100.0%

% of EOY assets

1.625%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$133,697

$123,478+8.3%

$216,567-38.3%

$94,015+42.2%

Participation rate

72.1%

75.1%-3.0pp

81.6%-9.5pp

70.8%+1.3pp

Annual return

10.73%

23.61%-12.9pp

12.94%-2.2pp

17.84%-7.1pp

Employer contribution / active EE

$2,697

$3,136-14.0%

$5,216-48.3%

$2,790-3.3%

Participant deferral / active EE

$5,106

$4,556+12.1%

$6,191-17.5%

$4,249+20.1%

Admin fee / account holder

$2,173

$12,753-83.0%

$21,981-90.1%

$8,951-75.7%

ROBERT V. JENSEN, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROBERT V. JENSEN, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion