How big is Jacobson & Schwartz's plan?

Jacobson & Schwartz's plan reported $2.2M in assets and 8 participants for 2024.

Original filing (PDF)20251003113209NAL0002172448001

Jacobson & Schwartz

Name: Jacobson & Schwartz — Jacobson & Schwartz Employee, Form 5500 (2024)
Creator: Jacobson & Schwartz
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jacobson & Schwartz Employee Benefit Plan

401(k) retirement plan · Jacobson & Schwartz's Jacobson & Schwartz Employee Benefit Plan held $2.2M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Gary R. Schwartz signed Jacobson & Schwartz's 2024 Form 5500 as plan administrator.

Gary R. Schwartz — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Jacobson & Schwartz's EIN is 11-2745138.

EIN 11-2745138

Plan number 003

Plan year 2024

ACK ID 20251003113209NAL0002172448001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jacobson & Schwartz from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jacobson & Schwartz's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JACOBSON & SCHWARTZ.

Finding similar companies…

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 (98th percentile).

Plan sponsor

Name

JACOBSON & SCHWARTZ

EIN

all filings

Address

333 JERICHO TURNPIKE, SUITE 333 · JERICHO, NY · 11753

Phone

(516) 536-0900

Industry

Professional & Technical Services

Plan administrator