Plan Snapshot
- Plan Sponsor: Jacobs Technology INC.
- Sponsor EIN: 620510412
- Sponsor Address: P.O. BOX 7580, HAMPTON, VA, 23666
- Plan Type: 401(k)
- Total Participants: 89
- Total Assets: $10.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 89 | $10.4M | $483,309 | $167,486 |
| 2023 | 87 | $8.9M | $467,693 | $157,543 |
| 2022 | 82 | $7.2M | $462,972 | $185,766 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | $18,765 | — | $18,765 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,765
- Estimated Expense Ratio: 0.180% 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 | $77,550 | $28,981 | — | $18,765 | — |
| 2023 | $69,919 | $24,103 | — | $16,275 | — |
| 2022 | $79,410 | $32,555 | — | — | $37,752 |