How big is Jacobsen Automation Group, LLC's plan?

Jacobsen Automation Group, LLC's plan reported $1.1M in assets and 2 participants for 2024.

Original filing (PDF)20250730090107NAL0002191539001

Jacobsen Automation Group, LLC

Name: Jacobsen Automation Group, LLC — Jacobsen Automation, Form 5500 (2024)
Creator: Jacobsen Automation Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jacobsen Automation Group, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Jacobsen Automation Group, LLC's Jacobsen Automation Group, LLC 401(k) Profit Sharing Plan held $1.1M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Robert Jacobsen signed Jacobsen Automation Group, LLC's 2024 Form 5500 as plan administrator.

Robert Jacobsen — 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

Jacobsen Automation Group, LLC's EIN is 20-0645983.

EIN 20-0645983

Plan number 001

Plan year 2024

ACK ID 20250730090107NAL0002191539001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jacobsen Automation Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jacobsen Automation Group, LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JACOBSEN AUTOMATION GROUP, 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