Original filing (PDF)20260422221917NAL0004057089098

Jacobs & Davis PA

Name: Jacobs & Davis PA — Jacobs & Davis PA 401(k) Plan, Form 5500 (2025)
Creator: Jacobs & Davis PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jacobs & Davis PA 401(k) Plan

401(k) retirement plan · Jacobs & Davis PA's Jacobs & Davis PA 401(k) Plan held $95K in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$95K

Net assets (EOY)

$95K

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 (87th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JACOBS & DAVIS PA.

Plan sponsor

Name

JACOBS & DAVIS PA

EIN

81-0967307all filings

Address

601 21ST ST. · STE. 300 · VERO BEACH, FL · 32960

Phone

(772) 778-2115

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