Plan Snapshot
- Plan Sponsor: Jacobs Asset Management LLC
- Sponsor EIN: 133810787
- Sponsor Address: 192 LEXINGTON AVE RM 901, NEW YORK, NY, 100166823
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 8
- Total Assets: $8.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 8 | $8.7M | $0 | $0 |
| 2024 | 4 | $6.8M | $27,600 | $66,192 |
| 2023 | 5 | $6.0M | $97,169 | $113,442 |
| 2022 | 11 | $5.4M | $65,323 | $187,808 |
Similar Plans
- Morgan Stanley Domestic Holdings, LLC — 54,084 participants
- Pentegra Services, INC — 9,164 participants
- Blackrock, INC. — 8,882 participants
- Nfp Corp. — 6,644 participants
- Ivyrehab Pt, Ot & Speech PLLC — 6,154 participants
- Morgan Stanley Domestic Holdings, LLC — 5,609 participants