Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LAW OFFICE OF JON S. JACOBS, LLLC
EIN 46-3908973Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
7
820 MILILANI STREET, SUITE 701 - HONOLULU, HI 96813808-371-3557
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 7 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
LAW OFFICE OF JON S. JACOBS, LLLC CASH BALANCE PLAN
CashBalance
Assets$956K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LAW OFFICE OF JON S. JACOBS, LLLC RETIREMENT PLAN
401k
Assets$731K
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 | LAW OFFICE OF JON S. JACOBS, LLLC CASH BALANCE PLAN | CashBalance | $956K | 3 | 2024 | |
| 001 | LAW OFFICE OF JON S. JACOBS, LLLC RETIREMENT PLAN | 401k | $731K | 4 | 2024 |
Retirement plans