Jacobs Group 401(k) Plan
Sponsored by Jacobs Management Corporation · EIN 411458571 · Plan #001
- Total assets
- $32.9M
- Net assets
- $32.9M
- Active participants
- 177
- With balances
- 229
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman, Inc. | Recordkeeping, Consulting (general), Participant loan processing | $65,488 |
| Prime Capital Invest. Advisors, Llc | Custodial (securities), Trustee (institutional), Trustee (directed) | $34,375 |
| Charles Schwab & Co., Inc. | Custodial (securities), Trustee (institutional), Trustee (directed) | $51 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (directed), Shareholder servicing fees | $0 |