Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DANIEL L JACOB & CO., INC.
EIN 38-2324095consumer goodsLatest filing 2025
Plans
3
Retirement
3
$13.4M assets
Welfare
0
Participants
75
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $13.4M assets / 75 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
DANIEL L. JACOB & CO.,INC. EMPLOYEES RETIREMENT SAVINGS PLAN
401k
Assets$6.3M
Participants40
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
DANIEL L. JACOB & CO., INC. RETIREMENT PLAN - HOURLY 1038 EMPLOYEES
401k
Assets$4.4M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
DANIEL L. JACOB & CO., INC. RETIREMENT PLAN - HOURLY 247 EMPLOYEES
401k
Assets$2.8M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DANIEL L. JACOB & CO.,INC. EMPLOYEES RETIREMENT SAVINGS PLAN | 401k | $6.3M | 40 | 2025 | |
| 003 | DANIEL L. JACOB & CO., INC. RETIREMENT PLAN - HOURLY 1038 EMPLOYEES | 401k | $4.4M | 17 | 2025 | |
| 004 | DANIEL L. JACOB & CO., INC. RETIREMENT PLAN - HOURLY 247 EMPLOYEES | 401k | $2.8M | 18 | 2025 |
Retirement plans