How big is Jacobs Schwalbe & Petruzzelli, P.C.'s plan?

Jacobs Schwalbe & Petruzzelli, P.C.'s plan reported $3.8M in assets and 19 participants for 2025.

Original filing (PDF)20260423122612NAL0004748833001

Jacobs Schwalbe & Petruzzelli, P.C.

Name: Jacobs Schwalbe & Petruzzelli, P.C. — Jacobs Schwalb, Form 5500 (2025)
Creator: Jacobs Schwalbe & Petruzzelli, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jacobs Schwalbe & Petruzzelli, P.C. Savings & Investment Plan

401(k) retirement plan · Jacobs Schwalbe & Petruzzelli, P.C.'s Jacobs Schwalbe & Petruzzelli, P.C. Savings & Investment Plan held $3.8M in plan assets for 19 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

Plan identifiers

Jacobs Schwalbe & Petruzzelli, P.C.'s EIN is 22-2369672.

EIN 22-2369672

Plan number 001

Plan year 2025

ACK ID 20260423122612NAL0004748833001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jacobs Schwalbe & Petruzzelli, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jacobs Schwalbe & Petruzzelli, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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