Original filing (PDF)20250813151023NAL0025754002001

Jackson & Sjoberg LLP

Name: Jackson & Sjoberg LLP — Jackson & Sjoberg LLP Profit, Form 5500 (2024)
Creator: Jackson & Sjoberg LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jackson & Sjoberg LLP Profit Sharing Plan

401(k) retirement plan · Jackson & Sjoberg LLP's Jackson & Sjoberg LLP Profit Sharing Plan held $8.9M in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.9M

Net assets (EOY)

$8.9M

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Decision-maker contacts

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

Plan sponsor

Name

JACKSON & SJOBERG LLP

EIN

all filings

Address

711 WEST 7TH STREET · AUSTIN, TX · 787012785

Phone

(512) 472-7600

Industry