How big is Jackson & Partners LLC's plan?

Jackson & Partners LLC's plan reported $165K in assets and 2 participants for 2025.

Original filing (PDF)20260429142325NAL0024138146001

Jackson & Partners LLC

Name: Jackson & Partners LLC — Jackson & Partners LLC, Form 5500 (2025)
Creator: Jackson & Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jackson & Partners LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Jackson & Partners LLC's Jackson & Partners LLC 401(k) Profit Sharing Plan & Trust held $165K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$165K

Net assets (EOY)

$165K

People on this filing

Edward Rojas signed Jackson & Partners LLC's 2025 Form 5500 as plan administrator.

Edward Rojas — 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 & Partners LLC's EIN is 85-0574211.

EIN 85-0574211

Plan number 001

Plan year 2025

ACK ID 20260429142325NAL0024138146001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jackson & Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jackson & Partners LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

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

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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

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 (94th percentile).

Plan sponsor

Name

JACKSON & PARTNERS LLC

EIN

all filings

Address

1717 N NAPER BLVD STE 108 · NAPERVILLE, IL · 605638837

Phone

(630) 219-1598

Industry

Real Estate

Plan administrator