# Jorgensen & Sons, INC. 401(k) Plan
Source: https://planprovider.pro/companies/jorgensen-sons-inc-941477041-003

> Jorgensen & Sons, INC.'s 401(k) plan: 127 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/jorgensen-sons-inc-941477041-003)

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