How big is LISA Jackson, LLC's plan?

LISA Jackson, LLC's plan reported $4.3M in assets and 2 participants for 2025.

Original filing (PDF)20260413114407NAL0022067650001

LISA Jackson, LLC

Name: LISA Jackson, LLC — LISA Jackson, LLC 401(k) Profit, Form 5500 (2025)
Creator: LISA Jackson, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LISA Jackson, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · LISA Jackson, LLC's LISA Jackson, LLC 401(k) Profit Sharing Plan held $4.3M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

People on this filing

Susan Jackson signed LISA Jackson, LLC's 2025 Form 5500 as plan administrator.

Susan 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

LISA Jackson, LLC's EIN is 20-5366452.

EIN 20-5366452

Plan number 001

Plan year 2025

ACK ID 20260413114407NAL0022067650001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for LISA Jackson, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

LISA Jackson, LLC's plan includes profit-sharing, 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 LISA JACKSON, 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