How big is Jackson & Hertogs, LLP's plan?

Jackson & Hertogs, LLP's plan reported $10.4M in assets and 30 participants for 2024.

Original filing (PDF)20250925131113NAL0012216210001

Jackson & Hertogs, LLP

Name: Jackson & Hertogs, LLP — Jackson & Hertogs 401(k), Form 5500 (2024)
Creator: Jackson & Hertogs, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jackson & Hertogs 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Jackson & Hertogs, LLP's Jackson & Hertogs 401(k) Profit Sharing Plan and Trust held $10.4M in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.4M

Net assets (EOY)

$10.4M

People on this filing

Ilana Drummond signed Jackson & Hertogs, LLP's 2024 Form 5500 as plan administrator.

Ilana Drummond — 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 & Hertogs, LLP's EIN is 94-1239549.

EIN 94-1239549

Plan number 002

Plan year 2024

ACK ID 20250925131113NAL0012216210001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jackson & Hertogs, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jackson & Hertogs, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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 (93rd percentile).

Plan sponsor

Name

JACKSON & HERTOGS, LLP

EIN

all filings

Address

909 MONTGOMERY STREET, SUITE 200 · SAN FRANCISCO, CA · 94133

Phone

(415) 986-4559

Industry

Law Offices· Professional & Technical Services

Plan administrator