Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JACOBSON PROPERTY MANAGEMENT, INC
EIN 84-4938600Real Estate and Rental and LeasingLatest filing 2024
Plans
3
Retirement
3
$2.0M assets
Welfare
0
Participants
18
12121 WILSHIRE BLVD, SUITE 700 - LOS ANGELES, CA 90025310-479-6900
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $2.0M assets / 18 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#003
JACOBSON PROPERTY MANAGEMENT, INC & AFF COS DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.5M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
JACOBSON PROPERTY MANAGEMENT INC 401K PLAN
401k
Assets$455K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
JACOBSON PROPERTY MANAGEMENT, INC & AFF COS PROFIT SHARING PLAN
ProfitSharing
Assets$61K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | JACOBSON PROPERTY MANAGEMENT, INC & AFF COS DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.5M | 3 | 2024 | |
| 005 | JACOBSON PROPERTY MANAGEMENT INC 401K PLAN | 401k | $455K | 9 | 2024 | |
| 004 | JACOBSON PROPERTY MANAGEMENT, INC & AFF COS PROFIT SHARING PLAN | ProfitSharing | $61K | 6 | 2024 |
Retirement plans