How big is BREE Jacoby Inc.'s plan?

BREE Jacoby Inc.'s plan reported $36K in assets and 1 participants for 2024.

Original filing (PDF)20250820050958NAL0004968048001

BREE Jacoby Inc.

Name: BREE Jacoby Inc. — BREE Jacoby Inc. 401(k) Plan, Form 5500 (2024)
Creator: BREE Jacoby Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BREE Jacoby Inc. 401(k) Plan

401(k) retirement plan · BREE Jacoby Inc.'s BREE Jacoby Inc. 401(k) Plan held $36K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$36K

Net assets (EOY)

$36K

People on this filing

BREE Jacoby signed BREE Jacoby Inc.'s 2024 Form 5500 as plan administrator.

BREE Jacoby — 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

BREE Jacoby Inc.'s EIN is 82-4843133.

EIN 82-4843133

Plan number 001

Plan year 2024

ACK ID 20250820050958NAL0004968048001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BREE Jacoby Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BREE Jacoby Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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