Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JACOBE ENTERPRISES, INC
EIN 77-0501088Wholesale TradeLatest filing 2025
Plans
2
Retirement
2
$586K assets
Welfare
0
Participants
35
931 E. BALL RD. - ANAHEIM, CA 92805714-808-9771
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $586K assets / 35 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
JACOBE ENTERPRISES, INC CASH BALANCE PLAN
CashBalance
Assets$484K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JACOBE ENTERPRISES, INC PROFIT SHARING PLAN
ProfitSharing
Assets$102K
Participants18
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 | JACOBE ENTERPRISES, INC CASH BALANCE PLAN | CashBalance | $484K | 17 | 2025 | |
| 001 | JACOBE ENTERPRISES, INC PROFIT SHARING PLAN | ProfitSharing | $102K | 18 | 2025 |
Retirement plans