How big is Jacobson & Mermelstein, P.C.'s plan?

Jacobson & Mermelstein, P.C.'s plan reported $1.3M in assets and 5 participants for 2024.

Original filing (PDF)20250725112901NAL0016945074001

Jacobson & Mermelstein, P.C.

Name: Jacobson & Mermelstein, P.C. — Jacobson & Mermelstei, Form 5500 (2024)
Creator: Jacobson & Mermelstein, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jacobson & Mermelstein, P.C. 401(k) Plan

401(k) retirement plan · Jacobson & Mermelstein, P.C.'s Jacobson & Mermelstein, P.C. 401(k) Plan held $1.3M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Leon Jacobson signed Jacobson & Mermelstein, P.C.'s 2024 Form 5500 as plan administrator.

Leon Jacobson — 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 & Mermelstein, P.C.'s EIN is 13-2976422.

EIN 13-2976422

Plan number 003

Plan year 2024

ACK ID 20250725112901NAL0016945074001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Jacobson & Mermelstein, P.C.'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 JACOBSON & MERMELSTEIN, P.C..

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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