Plan Snapshot
- Plan Sponsor: Jacobsen Construction Company, INC.
- Sponsor EIN: 870256624
- Sponsor Address: 5181 WEST AMELIA EARHART DR, SALT LAKE CITY, UT, 84116
- Plan Type: DC
- Total Participants: 625
- Total Assets: $119.7M
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 | 625 | $119.7M | $9.3M | $0 |
| 2023 | 542 | $111.2M | $8.5M | $0 |
| 2022 | 479 | $97.6M | $6.5M | $0 |
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 | $32,642 | $15,986 | $12,306 | — | — |
| 2023 | $26,484 | $5,776 | $20,708 | — | — |
| 2022 | $25,682 | $12,356 | $8,800 | — | — |