How big is Jacobs, Walker, Rice & Barry, LLC's plan?

Jacobs, Walker, Rice & Barry, LLC's plan reported $7.1M in assets and 14 participants for 2024.

Original filing (PDF)20250605125758NAL0009170851001

Jacobs, Walker, Rice & Barry, LLC

Name: Jacobs, Walker, Rice & Barry, LLC — Jacobs, Walker, Form 5500 (2024)
Creator: Jacobs, Walker, Rice & Barry, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jacobs, Walker, Rice & Barry, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Jacobs, Walker, Rice & Barry, LLC's Jacobs, Walker, Rice & Barry, LLC 401(k) Profit Sharing Plan held $7.1M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.1M

Net assets (EOY)

$7.1M

Plan identifiers

Jacobs, Walker, Rice & Barry, LLC's EIN is 06-1635582.

EIN 06-1635582

Plan number 001

Plan year 2024

ACK ID 20250605125758NAL0009170851001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jacobs, Walker, Rice & Barry, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jacobs, Walker, Rice & Barry, LLC's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JACOBS, WALKER, RICE & BARRY, LLC.

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Plan health score

Top-tier plan health

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

JACOBS, WALKER, RICE & BARRY, LLC

EIN

all filings

Address

146 MAIN STREET · MANCHESTER, CT · 060423142

Phone

(860) 646-0121

Industry

Law Offices· Professional & Technical Services

Plan administrator