How big is CHER Jacobsen, MD, PLLC's plan?

CHER Jacobsen, MD, PLLC's plan reported $3.1M in assets and 3 participants for 2024.

Original filing (PDF)20250728175252NAL0003452096001

CHER Jacobsen, MD, PLLC

Name: CHER Jacobsen, MD, PLLC — CHER Jacobsen, MD, PLLC, Form 5500 (2024)
Creator: CHER Jacobsen, MD, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CHER Jacobsen, MD, PLLC 401(k) Retirement Plan

401(k) retirement plan · CHER Jacobsen, MD, PLLC's CHER Jacobsen, MD, PLLC 401(k) Retirement Plan held $3.1M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan identifiers

CHER Jacobsen, MD, PLLC's EIN is 75-3113279.

EIN 75-3113279

Plan number 001

Plan year 2024

ACK ID 20250728175252NAL0003452096001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CHER Jacobsen, MD, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CHER Jacobsen, MD, PLLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHER JACOBSEN, MD, PLLC.

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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