# Jacobs Asset Management LLC 401(k) Plan
Source: https://planprovider.pro/companies/jacobs-asset-management-llc-401k-plan

> Jacobs Asset Management LLC's 401(k) plan: 4 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jacobs Asset Management LLC

- **Sponsor EIN:** 133810787

- **Sponsor Address:** 11 E 26TH ST STE 1900, NEW YORK, NY, 100101412

- **Plan Type:** 401(k)

- **Total Participants:** 4

- **Total Assets:** $6.8M

## 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.|

| 2024|4|$6.8M|$27,600|$66,192|

| 2023|5|$6.0M|$97,169|$113,442|

| 2022|11|$5.4M|$65,323|$187,808|

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