Jorgensen & Co. Employee Stock Ownership Plan And Trust
Sponsored by Jorgensen & Sons, Inc. · EIN 941477041 · Plan #003
- Total assets
- $7.2M
- Net assets
- $7.2M
- Active participants
- 127
- With balances
- 190
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nexus Administrators | Contract administrator | $17,435 |
| Weaver And Tidwell Llp | Valuation | $12,360 |
| Employee Benefits Law Group | Legal | $2,484 |