· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JACKSON & JACKSON APC — JACKSON & JACKSON APC 401K PROFIT SHARING PLAN &TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250724075841NAL0005015105001
JACKSON & JACKSON APC
Form 5500-SF
FILING_RECEIVED
JACKSON & JACKSON APC 401K PROFIT SHARING PLAN &TRUST
401(k) retirement plan
Active participants
5
Accounts w/ balance
9
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JACKSON & JACKSON APC
.
Find decision makers
Plan sponsor
Name
JACKSON & JACKSON APC
EIN
33-0900758
Address
20422 BEACH BLVD, STE 200 · HUNTINGTON BEACH, CA · 92648
Phone
(562) 426-9500
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-24
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
Related plans
Similar-size Law Offices plans
ADAM J. STEINBERG, P.A.
ADAM J. STEINBERG, P.A. RETIREMENT PLAN AND TRUST
$1.1M · 3 participants
WILSON MARSHALL & TAYLOR
WILSON MARSHALL & TAYLOR 401(K) PLAN
$1.1M · 4 participants
VELASQUEZ DOLAN ARIAS, P.A.
VDA 401(K) PLAN
$1.1M · 18 participants
LUMOS LAW, A PROFESSIONAL LAW CORPORATION FORMERLY GRANT LAW GROUP
LUMOS LAW, A PROFESSIONAL LAW CORPORATION PROFIT SHARING PLAN
$1.1M · 4 participants
LYONS LEDERER, LLC
THE LYONS LEDERER, LLC 401(K) PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.1M · 4 participants
DALENA & BOSCH LLC
DALENA & BOSCH LLC 401(K) PROFIT SHARING PLAN & TRUST
$1.1M · 6 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
