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

> Jacobs Technology INC.'s 401(k) plan: 89 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:** 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](https://planprovider.pro/provider/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|

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