Sponsor portfolio
JACOBSON PARTNERS
EIN 13-3528702Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$282 assets
Welfare
0
Participants
0
3 WATER CLUB WAY, #801 - NORTH PALM BEACH, FL 33408212-758-4500
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JACOBSON PARTNERS PROFIT SHARING PLAN | ProfitSharing | $282 | 0 | 2025 |
Retirement plans