Back to filter
Original filing (PDF)20250725112901NAL0016945074001
JACOBSON & MERMELSTEIN, P.C.
Form 5500-SF
FILING_RECEIVED
JACOBSON & MERMELSTEIN, P.C. 401(K) PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
5
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JACOBSON & MERMELSTEIN, P.C..
Plan sponsor
Name
JACOBSON & MERMELSTEIN, P.C.
EIN
13-2976422
Address
277 W END AVE APT 7D · C/O LEON JACOBSON · NEW YORK, NY · 10023
Phone
(212) 697-1420
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-25
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
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 providersRelated plans
Similar-size Law Offices plans
JUDD B. SHAW, P.A.
JUDD B. SHAW, P.A. 401(K) P/S PLAN
$1.3M · 9 participants
LEE & MARTIN, A LTD LIABILITY LAW PARTNER
LEE & MARTIN, A LTD LIABILITY LAW 401(K) PLAN
$1.3M · 6 participants
DONOVANFINGAR, LLC
DONOVANFINGAR, LLC 401(K) PROFIT SHARING PLAN
$1.3M · 3 participants
THE COSTANTINO LAW FIRM, P.A.
THE COSTANTINO LAW FIRM, P.A. 401(K) PROFIT SHARING PLAN
$1.3M · 2 participants
LISENBY & ASSOCIATES, LLC
LISENBY & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN
$1.3M · 6 participants
JESUS A. ZAMBRANO, P.C.
ZAMBRANO LAW FIRM RETIREMENT PLAN
$1.3M · 21 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B