How big is Jacobs Financial Services, LLC's plan?

Jacobs Financial Services, LLC's plan reported $1.6M in assets and 21 participants for 2024.

Original filing (PDF)20250710155155NAL0003617459001

Jacobs Financial Services, LLC

Name: Jacobs Financial Services, LLC — Jacobs Financial, Form 5500 (2024)
Creator: Jacobs Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jacobs Financial Services 401(k) Plan

401(k) retirement plan · Jacobs Financial Services, LLC's Jacobs Financial Services 401(k) Plan held $1.6M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Jacobs Financial Services, LLC's EIN is 45-1465933.

EIN 45-1465933

Plan number 001

Plan year 2024

ACK ID 20250710155155NAL0003617459001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jacobs Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jacobs Financial Services, LLC'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 JACOBS FINANCIAL SERVICES, LLC.

Finding similar companies…

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