Jacobsen Construction Company, Inc. Employee Stock Ownership Plan
Sponsored by Jacobsen Construction Company, Inc. · EIN 870256624 · Plan #002
- Total assets
- $120M
- Net assets
- $120M
- Active participants
- 625
- With balances
- 755
Plan year beginning 01/01/2024 · Profit-sharing, Partial participant-directed account, Stock bonus
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Investment advisory (plan), Direct payment from the plan | $15,984 |
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $12,306 |