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Original filing (PDF)20250629211036NAL0010679761001
JACOBSON & JOHNSON LLC
Form 5500-SF
FILING_RECEIVED
JACOBSON & JOHNSON LLC PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
0
Accounts w/ balance
2
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.8M
Plan health score (directional)
87
/ 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
90
Knocking points off
- No active participants reported but plan still holds assets.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JACOBSON & JOHNSON LLC.
Plan sponsor
Name
JACOBSON & JOHNSON LLC
EIN
38-3793609
Address
12740 MAYBERRY TRL N · SCANDIA, MN · 550739525
Phone
(612) 913-8217
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-29
Pension benefit codes
2E · Profit-sharing
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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