How big is Jackson & Sjoberg LLP's plan?

Jackson & Sjoberg LLP's plan reported $1.8M in assets and 7 participants for 2024.

Original filing (PDF)20250813151127NAL0020459714001

Jackson & Sjoberg LLP

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

Form 5500-SF

FILING_RECEIVED

Jackson & Sjoberg LLP Pension Plan

Defined-contribution retirement plan · Jackson & Sjoberg LLP's Jackson & Sjoberg LLP Pension Plan held $1.8M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

David Jackson signed Jackson & Sjoberg LLP's 2024 Form 5500 as plan administrator.

David Jackson — 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

Jackson & Sjoberg LLP's EIN is 74-2900378.

EIN 74-2900378

Plan number 002

Plan year 2024

ACK ID 20250813151127NAL0020459714001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jackson & Sjoberg LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jackson & Sjoberg LLP's plan includes ERISA 404(c) participant direction, a default investment (QDIA), money-purchase contributions, 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 JACKSON & SJOBERG LLP.

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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

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

Plan sponsor

Name

JACKSON & SJOBERG LLP

EIN

all filings

Address

711 WEST 7TH STREET · AUSTIN, TX · 787012785

Phone

(512) 472-7600

Industry

Law Offices· Professional & Technical Services

Plan administrator