Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JACOBSON CONSULTING APPLICATIONS, INC.
EIN 13-3554998Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
65
575 8TH AVENUE, RM 1200 - NEW YORK, NY 10018212-981-8400
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M assets / 65 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
JCA 401(K) PLAN
401k
Assets$3.3M
Participants39
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JACOBSON CONSULTING APPLICATIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$254K
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JCA 401(K) PLAN | 401k | $3.3M | 39 | 2025 | |
| 002 | JACOBSON CONSULTING APPLICATIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $254K | 26 | 2024 |
Retirement plans