Original filing (PDF)20251015070513NAL0008404306003

JACOBSON GROUP (USA) LLC

Name: JACOBSON GROUP (USA) LLC — JACOBSON GROUP (USA) LLC SAVINGS PLAN, Form 5500 (2024)
Creator: JACOBSON GROUP (USA) LLC

Form 5500-SF

FILING_RECEIVED

JACOBSON GROUP (USA) LLC SAVINGS PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$225K

Net assets (EOY)

$225K

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 average account balance (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JACOBSON GROUP (USA) LLC.

Plan sponsor

Name

JACOBSON GROUP (USA) LLC

EIN

46-4393137all filings

Address

530 SEVENTH AVENUE · SUITE 1404 · NEW YORK, NY · 10018

Phone

(646) 669-9055

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

SCI US INC

SCI US INC - 401(K)

$226K · 3 participants

TREND REQUEST

TREND REQUEST 401(K) PROFIT SHARING PLAN

$226K · 2 participants

2CK, LLC

2CK, LLC 401(K) PROFIT SHARING PLAN AND TRUST

$227K · 24 participants

J & V APPAREL, INC.

J & V APPAREL, INC. RETIREMENT PLAN

$227K · 6 participants

OPTIMAL CALIBRATION LLC

OPTIMAL CALIBRATION LLC 401(K) PROFIT SHARING PLAN & TRUST

$228K · 9 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.