How big is Jackson Square Partners, LLC's plan?

Jackson Square Partners, LLC's plan reported $19.2M in assets and 10 participants for 2024.

Original filing (PDF)20250923105235NAL0006752224001

Jackson Square Partners, LLC

Name: Jackson Square Partners, LLC — Jackson Square, Form 5500 (2024)
Creator: Jackson Square Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jackson Square Partners, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Jackson Square Partners, LLC's Jackson Square Partners, LLC 401(k) Profit Sharing Plan held $19.2M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$19.2M

Net assets (EOY)

$19.2M

People on this filing

Nicole English signed Jackson Square Partners, LLC's 2024 Form 5500 as plan administrator.

Nicole English — 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 Square Partners, LLC's EIN is 80-0945254.

EIN 80-0945254

Plan number 003

Plan year 2024

ACK ID 20250923105235NAL0006752224001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jackson Square Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jackson Square Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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 (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

JACKSON SQUARE PARTNERS, LLC

EIN

all filings

Address

700 LARKSPUR LANDING CIRCLE · STE. 210 · LARKSPUR, CA · 94939

Phone

(415) 635-0220

Industry

Finance & Insurance

Plan administrator