Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE LAW OFFICE OF JEFFREY H. JACOBSON, PLLC
EIN 26-1573007legal servicesLatest filing 2024
Plans
2
Retirement
2
$574K assets
Welfare
0
Participants
6
570 N. COLUMBUS BLVD., SUITE B - TUCSON, AZ 85711520-349-8988jschoenlaw.comLinkedIn1-10 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $574K assets / 6 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#002
JACOBSON LAW FIRM CASH BALANCE PENSION PLAN
CashBalance
Assets$403K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JACOBSON LAW FIRM PROFIT SHARING 401K PLAN
401k
Assets$170K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JACOBSON LAW FIRM CASH BALANCE PENSION PLAN | CashBalance | $403K | 2 | 2024 | |
| 001 | JACOBSON LAW FIRM PROFIT SHARING 401K PLAN | 401k | $170K | 4 | 2024 |
Retirement plans