# Jacobs Technology, INC. 401(k) Plan
Source: https://planprovider.pro/companies/jacobs-technology-inc-401k-plan

> Jacobs Technology, INC.'s 401(k) plan: 8,335 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [VANGUARD ADVISERS INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [ERNST & YOUNG US LLP](https://planprovider.pro/provider/ernst-and-young-llp) — NONE

- [WILLIS TOWERS WATSON US LLC](https://planprovider.pro/provider/lincoln-financial-group) — NONE

- [EIDE BAILLY LLP](https://planprovider.pro/provider/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|—|—|—|—|

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- [Fremont-Wright, LLC](https://planprovider.pro/companies/fremont-wright-llc-401k-plan) — 592 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/jacobs-technology-inc-401k-plan)

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