Original filing (PDF)20250908135806NAL0041582434001

JACOB P. DAVIDSON & ASSOCIATES, LLC

Name: JACOB P. DAVIDSON & ASSOCIATES, LLC — JACOB P. DAVIDSON & ASSOC LLC 401(K) PLAN, Form 5500 (2024)
Creator: JACOB P. DAVIDSON & ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

JACOB P. DAVIDSON & ASSOC LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$67K

Net assets (EOY)

$67K

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.

Decision-maker contacts

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

Plan sponsor

Name

JACOB P. DAVIDSON & ASSOCIATES, LLC

EIN

87-2539173all filings

Address

241 MAIN STREET · SUITE 101 · WOODBRIDGE, NJ · 07095

Phone

(732) 877-1500

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator