How big is Jacobson Custom Homes, LLC's plan?

Jacobson Custom Homes, LLC's plan reported $1.2M in assets and 2 participants for 2024.

Original filing (PDF)20250923165732NAL0006666449001

Jacobson Custom Homes, LLC

Name: Jacobson Custom Homes, LLC — Jacobson Custom Homes, Form 5500 (2024)
Creator: Jacobson Custom Homes, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jacobson Custom Homes 401(k) Plan

401(k) retirement plan · Jacobson Custom Homes, LLC's Jacobson Custom Homes 401(k) Plan held $1.2M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Jacobson Custom Homes, LLC's EIN is 77-0707429.

EIN 77-0707429

Plan number 001

Plan year 2024

ACK ID 20250923165732NAL0006666449001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jacobson Custom Homes, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jacobson Custom Homes, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 JACOBSON CUSTOM HOMES, LLC.

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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 (94th percentile).

Plan sponsor

Name

JACOBSON CUSTOM HOMES, LLC

EIN

all filings

Address

426 E 9TH ST. · TUCSON, AZ · 85705

Phone

(520) 975-5023

Industry

Construction

Plan administrator