How big is Jacobsen & McElroy a Professio's plan?

Jacobsen & McElroy a Professio's plan reported $9.8M in assets and 44 participants for 2024.

Original filing (PDF)20250514135633NAL0028158864001

Jacobsen & McElroy a Professio

Name: Jacobsen & McElroy a Professio — Jacobsen & McElroy, Form 5500 (2024)
Creator: Jacobsen & McElroy a Professio
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jacobsen & McElroy a Professio 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Jacobsen & McElroy a Professio's Jacobsen & McElroy a Professio 401(k) Profit Sharing Plan & Trust held $9.8M in plan assets for 44 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.8M

Net assets (EOY)

$9.8M

People on this filing

Karen Jacobsen signed Jacobsen & McElroy a Professio's 2024 Form 5500 as plan administrator.

Karen Jacobsen — 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

Jacobsen & McElroy a Professio's EIN is 27-1508614.

EIN 27-1508614

Plan number 001

Plan year 2024

ACK ID 20250514135633NAL0028158864001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jacobsen & McElroy a Professio from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jacobsen & McElroy a Professio's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JACOBSEN & MCELROY A PROFESSIO.

Finding similar companies…

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