Original filing (PDF)20250522090219NAL0002490817001

WILLIAM S. JACOBS ASSOCIATES

Name: WILLIAM S. JACOBS ASSOCIATES — WILLIAM S. JACOBS ASSOCIATES, INC. 401(K) PLAN, Form 5500 (2024)
Creator: WILLIAM S. JACOBS ASSOCIATES

Form 5500-SF

FILING_RECEIVED

WILLIAM S. JACOBS ASSOCIATES, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLIAM S. JACOBS ASSOCIATES.

Plan sponsor

Name

WILLIAM S. JACOBS ASSOCIATES

EIN

11-2472285

Address

115 SOUTH STREET · OYSTER BAY, NY · 11771

Phone

(516) 624-0200

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-22

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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