How big is Jacobs Berger LLC's plan?

Jacobs Berger LLC's plan reported $1.1M in assets and 12 participants for 2024.

Original filing (PDF)20250703153649NAL0001208352001

Jacobs Berger LLC

Name: Jacobs Berger LLC — Jacobs Berger LLC 401(k) Plan, Form 5500 (2024)
Creator: Jacobs Berger LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jacobs Berger LLC 401(k) Plan

401(k) retirement plan · Jacobs Berger LLC's Jacobs Berger LLC 401(k) Plan held $1.1M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Sarah Jacobs signed Jacobs Berger LLC's 2024 Form 5500 as plan administrator.

Sarah Jacobs — 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

Jacobs Berger LLC's EIN is 27-3162027.

EIN 27-3162027

Plan number 001

Plan year 2024

ACK ID 20250703153649NAL0001208352001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jacobs Berger LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jacobs Berger LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JACOBS BERGER 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