Retirement plan

JENSEN'S ORNAMENTAL, INC. 401(K) PLAN

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

JENSEN'S ORNAMENTAL, INC.EIN 94-2626927Plan #001PY 2025

561 CALIFORNIA BLVD. - NAPA, CA 94559707-252-0905LinkedIn1-10 employeeselectrical/electronic manufacturing

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$5M

+23.5% from 2024

Total participants

0.0% from 2024

Average account balance

$550,915

+23.5% from 2024

Annual return

20.47%

+2.94 pp from 2024

Benchmarks

See 15,543 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort15,543 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.96M

Not enough data

1 years with asset history on file

Average account balance

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

$551K

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.

128.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$123K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+20.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2G2J3D

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

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$550,915

$126,661+335.0%

$113,397+385.8%

$138,895+296.6%

Participation rate

100.0%

79.4%+20.6pp

76.5%+23.5pp

79.9%+20.1pp

Annual return

20.47%

25.05%-4.6pp

23.20%-2.7pp

145.39%-124.9pp

Employer contribution / active EE

$4,882

$3,456+41.2%

$2,977+64.0%

$4,194+16.4%

Participant deferral / active EE

$12,671

$5,693+122.6%

$5,076+149.6%

$6,396+98.1%

Admin fee / account holder

$14,549-100.0%

$11,957-100.0%

$12,562-100.0%

JENSEN'S ORNAMENTAL, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

JENSEN'S ORNAMENTAL, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion