Sponsor portfolio
JACOB GREEN & ASSOCIATES, INC.
EIN 87-2656971management consultingLatest filing 2025
Plans
1
Retirement
1
$115K assets
Welfare
0
Participants
8
13217 JAMBOREE ROAD, #248 - TUSTIN, CA 92782909-238-8536jacobgreenandassociates.comLinkedIn11-50 employeesmanagement consulting
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JACOB GREEN & ASSOCIATES, INC. 401(K) PLAN | 401k | $115K | 8 | 2025 |
Retirement plans