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Sponsor portfolio

JACOBS & JACOBS, INC.

EIN 47-2000756-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
46
114 E. MEEKER - PUYALLUP, WA 983723243253-845-0577
Plans on this EIN
2 filings
#002CashBalance-$2.0M - 19 part#001401k-$1.2M - 27 part

Retirement portfolio analytics

2 plans aggregated / $3.3M assets / 46 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • CASH BALANCE PLAN (#002)62%
  • & JACOBS 401(K) (#001)38%
Total $3.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & JACOBS 401(K) (#001)27
  • CASH BALANCE PLAN (#002)19
Total 46Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

JACOBS & JACOBS CASH BALANCE PLAN

CashBalance

Assets$2.0M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

JACOBS & JACOBS 401(K) PLAN

401k

Assets$1.2M
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002JACOBS & JACOBS CASH BALANCE PLANCashBalance$2.0M192024
001JACOBS & JACOBS 401(K) PLAN401k$1.2M272024
Retirement plans
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