Jacob William Advisory LLC

EIN 92-1534601financial servicesLatest filing 2024

Plans

Retirement

$169K assets

Welfare

Participants

4 NORTH PARK DRIVE, SUITE 402 - COCKEYSVILLE, MD 21030410-821-6724jacobwilliam.comLinkedIn1-10 employeesfinancial services

Plans on this EIN

1 filing

#001401(k)-$169K - 12 part

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Retirement#001

JACOB WILLIAM ADVISORY LLC 401(K) PLAN

401(k)

Assets$169K

Participants12

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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
001	JACOB WILLIAM ADVISORY LLC 401(K) PLAN	401(k)	$169K	12	2024

Retirement plans

Filings through Oct 24, 2026.

Sponsor portfolio