How big is Jackson Loman Downey & Stevens-BLOC's plan?

Jackson Loman Downey & Stevens-BLOC's plan reported $3.0M in assets and 10 participants for 2024.

Original filing (PDF)20251013150032NAL0001473777001

Jackson Loman Downey & Stevens-BLOC

Name: Jackson Loman Downey & Stevens-BLOC — Jackson Loman, Form 5500 (2024)
Creator: Jackson Loman Downey & Stevens-BLOC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jackson Loman Stanford & ET AL 401(k) Profit Sharing Plan

401(k) retirement plan · Jackson Loman Downey & Stevens-BLOC's Jackson Loman Stanford & ET AL 401(k) Profit Sharing Plan held $3.0M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Travis Jackson signed Jackson Loman Downey & Stevens-BLOC's 2024 Form 5500 as plan administrator.

Travis Jackson — 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

Jackson Loman Downey & Stevens-BLOC's EIN is 20-2000002.

EIN 20-2000002

Plan number 001

Plan year 2024

ACK ID 20251013150032NAL0001473777001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jackson Loman Downey & Stevens-BLOC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jackson Loman Downey & Stevens-BLOC'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 JACKSON LOMAN DOWNEY & STEVENS-BLOC.

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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