Plan Snapshot
- Plan Sponsor: Jacobs Technology, INC.
- Sponsor EIN: 620510412
- Sponsor Address: 600 WILLIAM NORTHERN BLVD, TULLAHOMA, TN, 37388
- Plan Type: 401(k)
- Total Participants: 8,335
- Total Assets: $2.2B
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 | 8,335 | $2.2B | $38.8M | $92.3M |
| 2023 | 10,326 | $2.1B | $43.3M | $100.0M |
| 2022 | 10,523 | $1.8B | $45.7M | $99.1M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $458,377 | — | $458,377 |
| VANGUARD ADVISERS INC. | NONE | $196,561 | — | $196,561 |
| IVINS PHILLIPS & BARKER | NONE | $106,320 | — | $106,320 |
| STATE STREET GLOBAL ADVISORS | NONE | $54,563 | — | $54,563 |
| ANGELES INVESTMENT ADVISORS, LLC | NONE | $53,286 | — | $53,286 |
| ERNST & YOUNG US LLP | NONE | $36,800 | — | $36,800 |
| WILLIS TOWERS WATSON US LLC | NONE | $31,387 | — | $31,387 |
| EIDE BAILLY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- VANGUARD ADVISERS INC. — NONE
- ERNST & YOUNG US LLP — NONE
- WILLIS TOWERS WATSON US LLC — NONE
- EIDE BAILLY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $937,294
- Estimated Expense Ratio: 0.043% of plan assets
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 | $877,600 | — | — | — | — |
| 2023 | $995,800 | — | — | — | — |
| 2022 | $1,116,000 | — | — | — | — |