How big is Jacobs & Dodds' plan?

Jacobs & Dodds' plan reported $2K in assets and 4 participants for 2023.

Original filing (PDF)20240611050612NAL0056178562001

Jacobs & Dodds

Name: Jacobs & Dodds — Jacobs & Dodds - 401(k), Form 5500 (2023)
Creator: Jacobs & Dodds
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jacobs & Dodds - 401(k)

401(k) retirement plan · Jacobs & Dodds' Jacobs & Dodds - 401(k) held $2K in plan assets for 4 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2K

Net assets (EOY)

$2K

People on this filing

Paul Jacobs signed Jacobs & Dodds' 2023 Form 5500 as plan administrator.

Paul 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 & Dodds' EIN is 33-0703018.

EIN 33-0703018

Plan number 001

Plan year 2023

ACK ID 20240611050612NAL0056178562001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Jacobs & Dodds from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Jacobs & Dodds' 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 JACOBS & DODDS.

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Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

JACOBS & DODDS

EIN

all filings

Address

16755 VON KARMAN AVENUE · STE 200 · IRVINE, CA · 92606

Phone

(949) 645-7300

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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