Original filing (PDF)20250730031030NAL0009208770001

ROBERT R. JACOBSEN - ATTORNEY AT LAW

Name: ROBERT R. JACOBSEN - ATTORNEY AT LAW — ROBERT R. JACOBSEN - ATTORNEY AT LAW 401(K) PLAN, Form 5500 (2024)
Creator: ROBERT R. JACOBSEN - ATTORNEY AT LAW

Form 5500-SF

FILING_RECEIVED

ROBERT R. JACOBSEN - ATTORNEY AT LAW 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$480K

Net assets (EOY)

$480K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERT R. JACOBSEN - ATTORNEY AT LAW.

Plan sponsor

Name

ROBERT R. JACOBSEN - ATTORNEY AT LAW

EIN

45-4150550all filings

Address

185 FAIR STREET · KINGSTON, NY · 12401

Phone

(845) 331-3315

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator