Jacobson Holdings, Inc. 401(k) Plan: Login, Facts & Contact Information

Jacobson Holdings, Inc. 401(k) Plan Facts

Plan name
JACOBSON HOLDINGS, INC. 401(K) PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
JACOBSON HOLDINGS, INC.
Participants
972 (631 active employees)
Former employees with a balance
205
Plan assets
$15,067,766 at Dec 31, 2024
Average account balance
$34,401 across 438 accounts
Employer contributions
$286,382 in plan year 2024 (20% of all contributions)
Recordkeeper
Tpp Retirement Plan Specialists Llc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1993
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 9, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.43 million went into the plan in contributions, $286,382 of it from the employer (20%).
  • $2.54 million was paid out to participants.
  • Investment and other income added $1.59 million.
  • Administrative expenses were $128,552, about $293 per account.

How the Jacobson Holdings, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,060$13.1 million$331,608$2.28 million
20201,247$14.0 million—$1.94 million
20211,227$15.9 million$304,030$1.67 million
20221,262$13.1 million$315,899$1.54 million
20231,285$14.7 million$273,239$1.77 million
2024972$15.1 million$286,382$2.54 million

Jacobson Holdings, Inc. 401(k) Contact Information

Phone
913-782-5300
Mailing address
15910 SOUTH 169 HIGHWAY, OLATHE KS 66062
Plan sponsor
JACOBSON HOLDINGS, INC.
Employer identification number (EIN)
83-2239067
Plan number
001

Questions about the Jacobson Holdings, Inc. 401(k)

Does Jacobson Holdings, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $286,382, 20% of all contributions.

Does the Jacobson Holdings, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Jacobson Holdings, Inc 401(k) plan?

972 participants at the start of plan year 2024, 631 of them active employees, and 205 former employees who still had money in the plan.

What is the average 401(k) balance at Jacobson Holdings, Inc?

About $34,401 per account: $15.1 million in plan assets across 438 accounts with a balance at the end of plan year 2024.

Who manages the Jacobson Holdings, Inc 401(k) accounts?

TPP RETIREMENT PLAN SPECIALISTS LLC is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Jacobson Holdings, Inc. How do I access my 401(k)?

Your account stays with TPP RETIREMENT PLAN SPECIALISTS LLC after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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