JACOBSON WEALTH MANAGEMENT INC 401K PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
High average account balance
Active participants
3
Accounts w/ balance
2
Plan assets (EOY)
$966K
Net assets (EOY)
$962K
Plan health score
89
/ 100
Grade A
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
63
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JACOBSON WEALTH MANAGEMENT INC.
Plan sponsor
Name
JACOBSON WEALTH MANAGEMENT INC
EIN
26-1891696
Address
1030 SEMINARY STREET SUITE A · NAPA, CA · 945590000
