How big is Jacobson & Schmitt Advisors, LLC's plan?

Jacobson & Schmitt Advisors, LLC's plan reported $2.9M in assets and 16 participants for 2024.

Original filing (PDF)20250717143659NAL0000468353001

Jacobson & Schmitt Advisors, LLC

Name: Jacobson & Schmitt Advisors, LLC — Jacobson &, Form 5500 (2024)
Creator: Jacobson & Schmitt Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jacobson & Schmitt Advisors, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Jacobson & Schmitt Advisors, LLC's Jacobson & Schmitt Advisors, LLC 401(k) Profit Sharing Plan held $2.9M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Jason Schmitt signed Jacobson & Schmitt Advisors, LLC's 2024 Form 5500 as plan administrator.

Jason Schmitt — 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 & Schmitt Advisors, LLC's EIN is 20-4081798.

EIN 20-4081798

Plan number 001

Plan year 2024

ACK ID 20250717143659NAL0000468353001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Jacobson & Schmitt Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JACOBSON & SCHMITT ADVISORS, 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