· 2022–2024 · DOL EFAST2

Jacobs & Company LLP — Jacobs & Company LLP 401(k), Form 5500 (2025)

Original filing (PDF)20260521092118NAL0003064736001

Jacobs & Company LLP

Form 5500-SF

FILING_RECEIVED

Jacobs & Company LLP 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Jacobs & Company LLP's Jacobs & Company LLP 401(k) Profit Sharing Plan and Trust held $421K in plan assets for 6 participants in 2025.

Active participants

6

Accounts w/ balance

5

Plan assets (EOY)

$421K

Net assets (EOY)

$421K

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

71

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).

Decision-maker contacts

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

Plan sponsor

Name

JACOBS & COMPANY LLP

EIN

65-0970652all filings

Address

2161 PALM BEACH LAKES BLVD · STE 450 · WEST PALM BEACH, FL · 33409

Phone

(561) 615-8585

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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