How big is Jacobsen Tree Experts of SD, Inc.'s plan?

Jacobsen Tree Experts of SD, Inc.'s plan reported $925K in assets and 16 participants for 2024.

Original filing (PDF)20250812093028NAL0009663472001

Jacobsen Tree Experts of SD, Inc.

Name: Jacobsen Tree Experts of SD, Inc. — Jacobsen Tree, Form 5500 (2024)
Creator: Jacobsen Tree Experts of SD, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jacobsen Tree Experts 401(k) Plan

401(k) retirement plan · Jacobsen Tree Experts of SD, Inc.'s Jacobsen Tree Experts 401(k) Plan held $925K in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$925K

Net assets (EOY)

$925K

Plan identifiers

Jacobsen Tree Experts of SD, Inc.'s EIN is 26-2834974.

EIN 26-2834974

Plan number 001

Plan year 2024

ACK ID 20250812093028NAL0009663472001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jacobsen Tree Experts of SD, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jacobsen Tree Experts of SD, Inc.'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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

JACOBSEN TREE EXPERTS OF SD, INC.

EIN

all filings

Address

48028 TIMBER RIDGE PLACE · HARRISBURG, SD · 57032

Phone

(605) 336-0026

Industry

Construction

Plan administrator