How big is David Jacowitz Financial's plan?

David Jacowitz Financial's plan reported $374K in assets and 5 participants for 2024.

Original filing (PDF)20250509154906NAL0008835971001

David Jacowitz Financial

Name: David Jacowitz Financial — David Jacowitz Financial, Form 5500 (2024)
Creator: David Jacowitz Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David Jacowitz Financial 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · David Jacowitz Financial's David Jacowitz Financial 401(k) Profit Sharing Plan and Trust held $374K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$374K

Net assets (EOY)

$374K

People on this filing

TARA Evans, for TAG Resources signed David Jacowitz Financial's 2024 Form 5500 as plan administrator.

TARA Evans, for TAG Resources — 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

David Jacowitz Financial's EIN is 84-2169050.

EIN 84-2169050

Plan number 001

Plan year 2024

ACK ID 20250509154906NAL0008835971001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David Jacowitz Financial from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

David Jacowitz Financial's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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