Assets by plan
Share of aggregate retirement assets
65%top
Sponsor portfolio
JACOBSON BROTMAN PC
EIN 54-1345482hospital & health careLatest filing 2025
Plans
2
Retirement
2
$5.3M assets
Welfare
0
Participants
21
984 FIRST COLONIAL RD., STE. 305 - VIRGINIA BEACH, VA 234543196757-422-4445LinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.3M assets / 21 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#001
JACOBSON BROTMAN PC 401(K) PLAN
401k
Assets$3.4M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JACOBSON BROTMAN PC CASH BALANCE PLAN
CashBalance
Assets$1.9M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JACOBSON BROTMAN PC 401(K) PLAN | 401k | $3.4M | 11 | 2025 | |
| 002 | JACOBSON BROTMAN PC CASH BALANCE PLAN | CashBalance | $1.9M | 10 | 2024 |
Retirement plans