# Jacobson Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/jacobson-holdings-inc-401k-plan

> Jacobson Holdings, INC.'s 401(k) plan: 631 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jacobson Holdings, INC.

- **Sponsor EIN:** 832239067

- **Sponsor Address:** 15910 SOUTH 169 HIGHWAY, OLATHE, KS, 66062

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

- **Total Participants:** 631

- **Total Assets:** $15.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|631|$15.1M|$286,382|$1.0M|

| 2023|791|$14.7M|$273,239|$1.1M|

| 2022|655|$13.1M|$315,899|$1.2M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PICKETT, CHANEY & MCMULLEN, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PICKETT, CHANEY & MCMULLEN, LLP](https://planprovider.pro/provider/pickett-chaney-and-mcmullen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$128,552|$75,541|$43,739|—|—|

| 2023|$150,212|$71,475|—|—|—|

| 2022|$168,392|$63,750|$94,792|—|—|

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