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TERRY L JACOBY FIN MGT INC

EIN 95-4153092-financial services-Latest filing 2025
Plans
1
Retirement
1
$231K assets
Welfare
0
Participants
12
12300 WILSHIRE BLVD, SUITE 300 - LOS ANGELES, CA 90025310-472-6970LinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$231K - 12 part

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Retirement#001

TERRY L JACOBY FIN MGT INC 401(K) PLAN

401k

Assets$231K
Participants12
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TERRY L JACOBY FIN MGT INC 401(K) PLAN401k$231K122025
Retirement plans
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