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
41
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JACOBSEN & COMPANY LLP.
Plan sponsor
Name
JACOBSEN & COMPANY LLP
EIN
42-1468867
Address
14225 UNIVERSITY AVENUE, SUITE 206 · WAUKEE, IA · 50263
Phone
(515) 223-9393
Industry
CPA Offices· Professional & Technical Servicessee all
