Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STACEY & JACOBSEN, PLLC
EIN 82-0608475Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
6
4039 21ST AVENUE WEST, SUITE 401 - SEATTLE, WA 98199206-282-3100
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 6 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
STACEY & JACOBSEN, PLLC CASH BALANCE PLAN
CashBalance
Assets$1.3M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
STACEY & JACOBSEN, PLLC 401(K) PROFIT SHARING PLAN
401k
Assets$672K
Participants4
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 | STACEY & JACOBSEN, PLLC CASH BALANCE PLAN | CashBalance | $1.3M | 2 | 2025 | |
| 002 | STACEY & JACOBSEN, PLLC 401(K) PROFIT SHARING PLAN | 401k | $672K | 4 | 2025 |
Retirement plans