Assets by plan
Share of aggregate retirement assets
Filings through .
Jacobson & Mermelstein & Squire, P.C.
EIN 13-2976422legal servicesLatest filing 2025
Plans
2
Retirement
2
$1.5M assets
Health & Benefits
0
Participants
8
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 8 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
JACOBSON & MERMELSTEIN, P.C. 401(K) PLAN
401(k)
Assets$1.3M
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
JACOBSON & MERMELSTEIN, P.C. PROFIT SHARING PLAN
Profit-sharing
Assets$164K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | JACOBSON & MERMELSTEIN, P.C. 401(K) PLAN | 401(k) | $1.3M | 5 | 2024 |
| #002 | JACOBSON & MERMELSTEIN, P.C. PROFIT SHARING PLAN | Profit-sharing | $164K | 3 | 2025 |
- #003 · 401(k) · 20245
- #002 · Profit-sharing · 20253
Retirement plans