How big is Jacobs Insurance Services LLC's plan?

Jacobs Insurance Services LLC's plan reported $94K in assets and 3 participants for 2025.

Original filing (PDF)20260422152444NAL0002021315001

Jacobs Insurance Services LLC

Name: Jacobs Insurance Services LLC — Jacobs Insurance, Form 5500 (2025)
Creator: Jacobs Insurance Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jacobs Insurance Services LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Jacobs Insurance Services LLC's Jacobs Insurance Services LLC 401(k) Profit Sharing Plan & Trust held $94K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$94K

Net assets (EOY)

$94K

People on this filing

Edward Rojas signed Jacobs Insurance Services LLC's 2025 Form 5500 as plan administrator.

Edward Rojas — 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

Jacobs Insurance Services LLC's EIN is 47-5287953.

EIN 47-5287953

Plan number 001

Plan year 2025

ACK ID 20260422152444NAL0002021315001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Jacobs Insurance Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 INSURANCE 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

Knocking points off