# Jacob Stern & Sons, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/jacob-stern-sons-inc-232150415-502

> Jacob Stern & Sons, INC.'s Health & Welfare plan: 14 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Jacob Stern & Sons, INC.

- **Sponsor EIN:** 232150415

- **Sponsor Address:** 1464 E VALLEY RD, SANTA BARBARA, CA, 931081241

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 14

- **Total Assets:** $2,975

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|14|$2,975|$0|$0|

| 2024|16|$34,279|$0|$34,279|

| 2023|25|$46,800|$0|$44,005|

| 2022|28|$52,873|$0|$45,366|

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