Form 5500 Search

JACOBI CAPITAL

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
15
Active participants
6,155
Total plan assets
$273.1M
Filings (rows)
15
Direct comp
$506K
Indirect comp
$0
Aggregating 2 name variants under "JACOBI CAPITAL"

SERVICES PROVIDED

Advisor / Consultant9
Other6

Top plans served

All 15 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
MERICLE CONSTRUCTION, INC.
MERICLE 401(K) PROFIT SHARING PLAN
WILKES BARRE, PA
Advisor / Consultant
REGISTERED INV ADVISOR
328$46.2M$55K
MERICLE CONSTRUCTION, INC.
MERICLE 401(K) PROFIT SHARING PLAN
WILKES BARRE, PA
Advisor / Consultant
REGISTERED INV ADVISOR
330$39.4M$43K
MCCARTHY TIRE SERVICE COMPANY
MCCARTHY TIRE SERVICE COMPANY 401(K) PROFIT SHARING PLAN
WILKES BARRE, PA
Advisor / Consultant
ADVISOR
1,267$38.3M$68K
MCCARTHY TIRE SERVICE COMPANY
MCCARTHY TIRE SERVICE COMPANY 401(K) PROFIT SHARING PLAN
WILKES BARRE, PA
Advisor / Consultant
ADVISOR
1,324$34.3M$61K
MERICLE CONSTRUCTION, INC.
MERICLE 401(K) PROFIT SHARING PLAN
WILKES BARRE, PA
Other
REGISTERED INVESTMENT ADV
310$31.6M$40K
MCCARTHY TIRE SERVICE COMPANY
MCCARTHY TIRE SERVICE COMPANY 401(K) PROFIT SHARING PLAN
WILKES BARRE, PA
Advisor / Consultant
ADVISOR
1,199$26.9M$51K
MEDICO CONSTRUCTION EQUIPMENT, INC.
MEDICO 401(K) PLAN
WILKES-BARRE, PA
Other
OTHER
132$11.8M$29K
MEDICO CONSTRUCTION EQUIPMENT, INC.
MEDICO 401(K) PLAN
WILKES-BARRE, PA
Other
OTHER
121$11.0M$27K
MEDICO CONSTRUCTION EQUIPMENT, INC.
MEDICO 401(K) PLAN
WILKES BARRE, PA
Advisor / Consultant
INVESTMENT ADVISOR
86$10.3M$22K
GOLDEN BROTHER, INC. / GOLDEN TECHNOLOGIES
GOLDEN TECHNOLOGIES 401(K) PLAN
OLD FORGE, PA
Other
REGISTERED INVESTMENT AD
286$8.1M$35K
GOLDEN BROTHER, INC. / GOLDEN TECHNOLOGIES
GOLDEN TECHNOLOGIES 401(K) PLAN
OLD FORGE, PA
Other
REGISTERED INVESTMENT AD
278$7.0M$29K
GOLDEN BROTHER, INC. / GOLDEN TECHNOLOGIES
GOLDEN TECHNOLOGIES 401(K) PLAN
OLD FORGE, PA
Other
REGISTERED INVESTMENT AD
173$6.0M$28K
SCE ENVIRONMENTAL GROUP INC
SCE ENVIRONMENTAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST
JEFFERSON TOWNSHIP, PA
Advisor / Consultant
ADVISOR
191$1.1M$6K
SCE ENVIRONMENTAL GROUP INC
SCE ENVIRONMENTAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST
JEFFERSON TOWNSHIP, PA
Advisor / Consultant
ADVISOR
130$968K$5K
PENNMARK TECHNOLOGIES CORPORATION
PULVERMAN 401(K) PLAN
DALLAS, PA
Advisor / Consultant
ADVISOR
0$0$7K
JACOBI CAPITAL — Form 5500 Service Provider Profile | Form 5500 Search