How big is Daniel E Jacobs DMD FAGD PC's plan?

Daniel E Jacobs DMD FAGD PC's plan reported $606K in assets and 10 participants for 2024.

Original filing (PDF)20250611075841NAL0012103251001

Daniel E Jacobs DMD FAGD PC

Name: Daniel E Jacobs DMD FAGD PC — Daniel E Jacobs DMD, Form 5500 (2024)
Creator: Daniel E Jacobs DMD FAGD PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Daniel E Jacobs DMD FAGD PC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Daniel E Jacobs DMD FAGD PC's Daniel E Jacobs DMD FAGD PC 401(k) Profit Sharing Plan & Trust held $606K in plan assets for 10 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$606K

Net assets (EOY)

$606K

People on this filing

Edward Rojas signed Daniel E Jacobs DMD FAGD PC's 2024 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

Daniel E Jacobs DMD FAGD PC's EIN is 85-1408629.

EIN 85-1408629

Plan number 001

Plan year 2024

ACK ID 20250611075841NAL0012103251001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Daniel E Jacobs DMD FAGD PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Daniel E Jacobs DMD FAGD PC'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 DANIEL E JACOBS DMD FAGD PC.

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off