How big is Jacobson Group (USA) LLC's plan?

Jacobson Group (USA) LLC's plan reported $225K in assets and 1 participants for 2024.

Original filing (PDF)20251015070513NAL0008404306003

Jacobson Group (USA) LLC

Name: Jacobson Group (USA) LLC — Jacobson Group (USA) LLC, Form 5500 (2024)
Creator: Jacobson Group (USA) LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jacobson Group (USA) LLC Savings Plan

401(k) retirement plan · Jacobson Group (USA) LLC's Jacobson Group (USA) LLC Savings Plan held $225K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$225K

Net assets (EOY)

$225K

Plan identifiers

Jacobson Group (USA) LLC's EIN is 46-4393137.

EIN 46-4393137

Plan number 001

Plan year 2024

ACK ID 20251015070513NAL0008404306003

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jacobson Group (USA) LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jacobson Group (USA) LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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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