How big is Jacobson Brotman PC's plan?

Jacobson Brotman PC's plan reported $2.8M in assets and 10 participants for 2024.

Original filing (PDF)20250904162417NAL0016302833001

Jacobson Brotman PC

Name: Jacobson Brotman PC — Jacobson Brotman PC 401(k), Form 5500 (2024)
Creator: Jacobson Brotman PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jacobson Brotman PC 401(k) Plan

401(k) retirement plan · Jacobson Brotman PC's Jacobson Brotman PC 401(k) Plan held $2.8M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

David Brotman signed Jacobson Brotman PC's 2024 Form 5500 as plan administrator.

David Brotman — 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

Jacobson Brotman PC's EIN is 54-1345482.

EIN 54-1345482

Plan number 001

Plan year 2024

ACK ID 20250904162417NAL0016302833001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Jacobson Brotman PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JACOBSON BROTMAN PC.

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