Plan Snapshot
- Plan Sponsor: Jorgensen & Sons, INC.
- Sponsor EIN: 941477041
- Sponsor Address: 2467 FOUNDRY PARK AVE., FRESNO, CA, 93706
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 127
- Total Assets: $7.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 127 | $7.2M | $526,019 | $0 |
| 2023 | 123 | $6.9M | $413,143 | $0 |
| 2022 | 114 | $6.2M | $302,004 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| NEXUS ADMINISTRATORS | Recordkeeper | $17,435 | — | $17,435 |
| WEAVER AND TIDWELL LLP | Auditor | $12,360 | — | $12,360 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER AND TIDWELL LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,795
- Estimated Expense Ratio: 0.414% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $32,279 | — | $17,435 | — | — |
| 2023 | $12,933 | — | $12,933 | — | — |
| 2022 | $19,533 | — | $1,533 | — | — |