How big is Jacobs and Newmark, PC's plan?

Jacobs and Newmark, PC's plan reported $5.9M in assets and 10 participants for 2024.

Original filing (PDF)20250905162748NAL0017389921001

Jacobs and Newmark, PC

Name: Jacobs and Newmark, PC — Jacobs and Newmark, PC, Form 5500 (2024)
Creator: Jacobs and Newmark, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jacobs and Newmark, PC Retirement Plan and Trust

401(k) retirement plan · Jacobs and Newmark, PC's Jacobs and Newmark, PC Retirement Plan and Trust held $5.9M in plan assets for 10 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

Plan identifiers

Jacobs and Newmark, PC's EIN is 36-3195524.

EIN 36-3195524

Plan number 001

Plan year 2024

ACK ID 20250905162748NAL0017389921001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jacobs and Newmark, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jacobs and Newmark, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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