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DEAN, JACOBSON FINANCIAL SERVICES, LLC

EIN 75-1495851-investment banking-Latest filing 2025
Plans
1
Retirement
1
$4.2M assets
Welfare
0
Participants
11
3112 WEST 4TH STREET - FORT WORTH, TX 76107817-335-3214deanjacobson.comLinkedIn1-10 employeesinvestment banking
Plans on this EIN
1 filing
#001401k-$4.2M - 11 part

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Retirement#001

DEAN, JACOBSON FINANCIAL SERVICES, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$4.2M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DEAN, JACOBSON FINANCIAL SERVICES, LLC 401(K) PROFIT SHARING PLAN401k$4.2M112025
Retirement plans
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