How big is BRET Jacobson, DDS, PS' plan?

BRET Jacobson, DDS, PS' plan reported $880K in assets and 10 participants for 2024.

Original filing (PDF)20251014112103NAL0001297059001

BRET Jacobson, DDS, PS

Name: BRET Jacobson, DDS, PS — South 288th Family, Form 5500 (2024)
Creator: BRET Jacobson, DDS, PS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

South 288th Family Dentistry 401(k) Plan

401(k) retirement plan · BRET Jacobson, DDS, PS' South 288th Family Dentistry 401(k) Plan held $880K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$880K

Net assets (EOY)

$880K

Plan identifiers

BRET Jacobson, DDS, PS' EIN is 20-3224932.

EIN 20-3224932

Plan number 001

Plan year 2024

ACK ID 20251014112103NAL0001297059001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BRET Jacobson, DDS, PS from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BRET Jacobson, DDS, PS' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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