AUMdb

Jacobs Technology Inc. Employees' Savings Plan

Sponsored by Jacobs Technology, Inc. · EIN 620510412 · Plan #003

Total assets
$2.2B
Net assets
$2.2B
Active participants
8,335
With balances
18,364

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Vanguard Advisers, Inc. CRD 106715 deterministic · 100% 2024
Angeles Investment Advisors, Llc. CRD 110213 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
The Vanguard Group, Inc. Recordkeeping, Consulting (general), Trustee (directed) $458,377
Vanguard Advisers Inc. Investment advisory (participants) $196,561
Ivins Phillips & Barker Legal $106,320
State Street Global Advisors Other services, Investment management fees (direct) $54,563
Angeles Investment Advisors, Llc Investment advisory (plan) $53,286
Ernst & Young Us Llp Accounting $36,800
Willis Towers Watson Us Llc Consulting (general) $31,387