How big is Jacobs & Company, LLC's plan?

Jacobs & Company, LLC's plan reported $7.7M in assets and 5 participants for 2024.

Original filing (PDF)20250725124402NAL0003181107001

Jacobs & Company, LLC

Name: Jacobs & Company, LLC — Jacobs & Company, LLC 401(k), Form 5500 (2024)
Creator: Jacobs & Company, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jacobs & Company, LLC 401(k) Plan

401(k) retirement plan · Jacobs & Company, LLC's Jacobs & Company, LLC 401(k) Plan held $7.7M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.7M

Net assets (EOY)

$7.7M

Plan identifiers

Jacobs & Company, LLC's EIN is 94-3056301.

EIN 94-3056301

Plan number 001

Plan year 2024

ACK ID 20250725124402NAL0003181107001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jacobs & Company, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jacobs & Company, LLC's plan includes profit-sharing, 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 JACOBS & COMPANY, 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