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

> The Jacobson Companies, INC.'s 401(k) plan: 72 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Jacobson Companies, INC.

- **Sponsor EIN:** 860254134

- **Sponsor Address:** 1334 S. 5TH AVENUE, YUMA, AZ, 853644607

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

- **Total Participants:** 72

- **Total Assets:** $3.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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.|

| 2024|72|$3.3M|$200,000|$57,300|

| 2023|68|$3.1M|$200,000|$56,700|

| 2022|65|$3.0M|$198,590|$48,155|

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