Jacobson Holdings, Inc. 401(k) Profit Sharing Plan
Sponsored by Jacobson Holdings, Inc. · EIN 832239067 · Plan #001
- Total assets
- $15.1M
- Net assets
- $15.1M
- Active participants
- 631
- With balances
- 438
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning | Investment advisory (plan), Direct payment from the plan | $75,541 |
| Tpp Retirement Plan Specialists Llc | Claims processing, Recordkeeping, Recordkeeping fees | $45,738 |