How big is BRAD Jacoby's plan?

BRAD Jacoby's plan reported $2.9M in assets and 21 participants for 2024.

Original filing (PDF)20250715164712NAL0005217458001

BRAD Jacoby

Name: BRAD Jacoby — BRAD Jacoby 401(k) Profit Sharing Plan, Form 5500 (2024)
Creator: BRAD Jacoby
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BRAD Jacoby 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · BRAD Jacoby's BRAD Jacoby 401(k) Profit Sharing Plan & Trust held $2.9M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Bradley Jacoby signed BRAD Jacoby's 2024 Form 5500 as plan administrator.

Bradley Jacoby — 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

BRAD Jacoby's EIN is 58-1906891.

EIN 58-1906891

Plan number 001

Plan year 2024

ACK ID 20250715164712NAL0005217458001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

BRAD Jacoby's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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