JACOBSON & ZILBER STRATEGIES L 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
8
Accounts w/ balance
17
Plan assets (EOY)
$218K
Net assets (EOY)
$218K
Plan health score
90
/ 100
Grade A
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
66
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JACOBSON & ZILBER STRATEGIES L.
Plan sponsor
Name
JACOBSON & ZILBER STRATEGIES L
EIN
81-2903609
Address
5419 HOLLYWOOD BLVD STE C135 · LOS ANGELES, CA · 900273480
Phone
(510) 508-9142
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
