How big is Jaeger Insurance Agency's plan?

Jaeger Insurance Agency's plan reported $2.8M in assets and 4 participants for 2025.

Original filing (PDF)20260327090350NAL0006750145001

Jaeger Insurance Agency

Name: Jaeger Insurance Agency — Jaeger Insurance Safe, Form 5500 (2025)
Creator: Jaeger Insurance Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jaeger Insurance Safe Harbor 401(k) Plan

401(k) retirement plan · Jaeger Insurance Agency's Jaeger Insurance Safe Harbor 401(k) Plan held $2.8M in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Brent Jacobson signed Jaeger Insurance Agency's 2025 Form 5500 as plan administrator.

Brent Jacobson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Jaeger Insurance Agency's EIN is 45-0427901.

EIN 45-0427901

Plan number 001

Plan year 2025

ACK ID 20260327090350NAL0006750145001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jaeger Insurance Agency from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jaeger Insurance Agency's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAEGER INSURANCE AGENCY.

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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