How big is Reffue, PAS, Jacobson, ROTH & Koster, LLP's plan?

Reffue, PAS, Jacobson, ROTH & Koster, LLP's plan reported $6.8M in assets and 18 participants for 2023.

Original filing (PDF)20250710133239NAL0004096947001

Reffue, PAS, Jacobson, ROTH & Koster, LLP

Name: Reffue, PAS, Jacobson, ROTH & Koster, LLP — Form 5500 Plan 001 (2023)
Creator: Reffue, PAS, Jacobson, ROTH & Koster, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Reffue, PAS, Jacobson, ROTH & Koster, LLP Retirement Savings Plan

401(k) retirement plan · Reffue, PAS, Jacobson, ROTH & Koster, LLP's Reffue, PAS, Jacobson, ROTH & Koster, LLP Retirement Savings Plan held $6.8M in plan assets for 18 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.8M

Net assets (EOY)

$6.8M

Plan identifiers

Reffue, PAS, Jacobson, ROTH & Koster, LLP's EIN is 39-1205140.

EIN 39-1205140

Plan number 001

Plan year 2023

ACK ID 20250710133239NAL0004096947001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Reffue, PAS, Jacobson, ROTH & Koster, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Reffue, PAS, Jacobson, ROTH & Koster, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for REFFUE, PAS, JACOBSON, ROTH & KOSTER, LLP.

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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