How big is Jacobsen/Daniels Associates' plan?

Jacobsen/Daniels Associates' plan reported $12K in assets and 11 participants for 2024.

Original filing (PDF)20251010122646NAL0004597699001

Jacobsen/Daniels Associates

Name: Jacobsen/Daniels Associates — FLY AWAY Valet, Form 5500 (2024)
Creator: Jacobsen/Daniels Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

FLY AWAY Valet Retirement Savings Plan

401(k) retirement plan · Jacobsen/Daniels Associates' FLY AWAY Valet Retirement Savings Plan held $12K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12K

Net assets (EOY)

$12K

Plan identifiers

Jacobsen/Daniels Associates' EIN is 01-0556836.

EIN 01-0556836

Plan number 002

Plan year 2024

ACK ID 20251010122646NAL0004597699001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jacobsen/Daniels Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jacobsen/Daniels Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JACOBSEN/DANIELS ASSOCIATES.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off