Assets by plan
Share of aggregate retirement assets
Filings through .
Law Office of Jon S. Jacobs, LLLC
EIN 46-3908973Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$2.3M assets
Health & Benefits
0
Participants
9
820 MILILANI STREET, SUITE 701 - HONOLULU, HI 96813808-371-3557
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.3M assets / 9 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#002
LAW OFFICE OF JON S. JACOBS, LLLC CASH BALANCE PLAN
Cash balance
Assets$1.3M
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
LAW OFFICE OF JON S. JACOBS, LLLC RETIREMENT PLAN
401(k)
Assets$1.0M
Participants5
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 |
|---|---|---|---|---|---|
| #002 | LAW OFFICE OF JON S. JACOBS, LLLC CASH BALANCE PLAN | Cash balance | $1.3M | 4 | 2025 |
| #001 | LAW OFFICE OF JON S. JACOBS, LLLC RETIREMENT PLAN | 401(k) | $1.0M | 5 | 2025 |
- #002 · Cash balance · 20254
- #001 · 401(k) · 20255
Retirement plans