Sponsor portfolio
JACOBI, INC.
EIN 47-4184435information technology and servicesLatest filing 2025
Plans
1
Retirement
1
$434K assets
Welfare
0
Participants
12
44 MONTGOMERY STREET - SAN FRANCISCO, CA 94104415-565-9284jacobistrategies.comLinkedIn51-200 employeesinformation technology and services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JACOBI STRATEGIES 401(K) PLAN | 401k | $434K | 12 | 2025 |
Retirement plans