Plan Snapshot
- Plan Sponsor: Jacobsen Construction Company, INC.
- Sponsor EIN: 870256624
- Sponsor Address: 5181 W AMELIA EARHART DR, SALT LAKE CITY, UT, 84116
- Plan Type: 401(k)
- Total Participants: 723
- Total Assets: $55.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 723 | $55.9M | $660,109 | $4.8M |
| 2023 | 649 | $48.8M | $581,198 | $4.2M |
| 2022 | 560 | $41.5M | $520,476 | $3.7M |
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 |
|---|---|---|---|---|
| TANNER LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TANNER LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $209,260 | — | $209,260 | — | — |
| 2023 | $171,842 | — | $171,842 | — | — |
| 2022 | $169,748 | — | $169,748 | — | — |