How big is Jacobs & Co Real Estate, LLC's plan?

Jacobs & Co Real Estate, LLC's plan reported $573K in assets and 4 participants for 2024.

Original filing (PDF)20250714093843NAL0000845137001

Jacobs & Co Real Estate, LLC

Name: Jacobs & Co Real Estate, LLC — Jacobs & Co Real, Form 5500 (2024)
Creator: Jacobs & Co Real Estate, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jacobs & Co Real Estate, LLC 401(k) Plan

401(k) retirement plan · Jacobs & Co Real Estate, LLC's Jacobs & Co Real Estate, LLC 401(k) Plan held $573K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$573K

Net assets (EOY)

$573K

People on this filing

KIM Jacobs signed Jacobs & Co Real Estate, LLC's 2024 Form 5500 as plan administrator.

KIM Jacobs — 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

Jacobs & Co Real Estate, LLC's EIN is 20-5209191.

EIN 20-5209191

Plan number 001

Plan year 2024

ACK ID 20250714093843NAL0000845137001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jacobs & Co Real Estate, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jacobs & Co Real Estate, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JACOBS & CO REAL ESTATE, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

JACOBS & CO REAL ESTATE, LLC

EIN

all filings

Address

12923 FITZWATER DRIVE · NOKESVILLE, VA · 20181

Phone

(703) 594-3800

Industry

Real Estate

Plan administrator