Original filing (PDF)20260414130725NAL0019575280001

Jackson Square Financial Inc. DBA Jackson Square

Name: Jackson Square Financial Inc. DBA Jackson Square — Form 5500 Plan 002 (2025)
Creator: Jackson Square Financial Inc. DBA Jackson Square
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JSF Cash Balance Plan

Defined-benefit pension plan · Jackson Square Financial Inc. DBA Jackson Square's JSF Cash Balance Plan filed a Form 5500 for plan year 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Graham Green signed Jackson Square Financial Inc. DBA Jackson Square's 2025 Form 5500 as plan administrator.

Graham Green — 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 Financial Inc. DBA Jackson Square's EIN is 82-3431365.

EIN 82-3431365

Plan number 002

Plan year 2025

ACK ID 20260414130725NAL0019575280001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jackson Square Financial Inc. DBA Jackson Square from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jackson Square Financial Inc. DBA Jackson Square's plan includes a defined-benefit pension formula, a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

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

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off