David Mahler signed Jacobs Management Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jacobs Management Corporation's EIN is 41-1458571.
Download the official 2024 Form 5500 (PDF) for Jacobs Management Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jacobs Management Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIME CAPITAL INVEST. ADVISORS, LLC | 82-1364595 | — | NONE | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $65K | — |
| CHARLES SCHWAB & CO., INC. |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 94-1737782 |
| — |
| NONE |
| $51 |
| — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIDUCIARY INV TR BAL CL D COMERICA BANK · EIN 47-6652256 / PN 001 | Common Collective Trust | — | — | $4.6M | 14.0% | |
| T. ROW PRICE RET 2030 ACTIVE A T. ROWE PRICE · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $3.3M | 10.1% | |
| State Street Fiduciary Trust Growth D | Other securities | — | — | $3.2M | 9.7% | |
| FIDUCIARY INV TR GRW PORT CL D COMERICA BANK · EIN 47-6649174 / PN 001 | Common Collective Trust | — | — | $3.2M | 9.7% | |
| T. ROW PRICE RET 2035 ACTIVE A T. ROWE PRICE · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $3.1M | 9.4% | |
| T. ROW PRICE RET 2025 ACTIVE A T. ROWE PRICE · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $3.0M | 9.2% | |
| T. ROW PRICE RET 2040 ACTIVE A T. ROWE PRICE · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $2.4M | 7.2% | |
| T. ROW PRICE RET 2045 ACTIVE A T. ROWE PRICE · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $1.8M | 5.5% | |
| T. ROW PRICE STABLE VALUE CLASS A T. ROW PRICE · EIN 74-1485106 / PN 001 | Common Collective Trust | — | — | $1.6M | 4.8% | |
| State Street Fiduciary Investment Trust AG Portfolio Class D | Common Stocks | — | — | $1.5M | 4.7% | |
| FIDUCIARY INV TR AGG PORT CL D COMERICA BANK · EIN 47-6646422 / PN 001 | Common Collective Trust | — | — | $1.5M | 4.7% | |
| T. ROW PRICE RET 2015 ACTIVE A T. ROWE PRICE · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $1.1M | 3.4% | |
| T. ROW PRICE RET 2020 ACTIVE A T. ROWE PRICE · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $1.1M | 3.3% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $739K | 2.2% | |
| American Century American Century Growth Fund | Other securities | — | — | $667K | 2.0% | |
| T. ROW PRICE RET 2055 ACTIVE A T. ROWE PRICE · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $643K | 2.0% | |
| T. ROW PRICE RET 2050 ACTIVE A T. ROWE PRICE · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $604K | 1.8% | |
| Partic ipant- Directed Brokerage Ac counts Common stock, ETFs and Money Market Funds | Cash / Money Market | — | — | $489K | 1.5% | |
| FIDUCIARY INV TR MOD CONS PRT CL D COMERICA BANK · EIN 47-6655437 / PN 001 | Common Collective Trust | — | — | $468K | 1.4% | |
| T. ROW PRICE RET 2010 ACTIVE A T. ROWE PRICE · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $438K | 1.3% | |
| Vanguard Equity- Income Admiral Fund | Mutual Funds | — | — | $376K | 1.1% | |
| PGIM Total Return Bond Fund Class R6 | Other securities | — | — | $289K | 0.9% | |
| FIDUCIARY INV TR CNSRVTPRT CL D COMERICA BANK · EIN 47-6658632 / PN 001 | Common Collective Trust | — | — | $185K | 0.6% | |
| Columbia Small Cap Value Fund | Other securities | — | — | $160K | 0.5% | |
| T. ROW PRICE RET 2060 ACTIVE A T. ROWE PRICE · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $145K | 0.4% | |
| Dodge & Cox Dodge & Cox International Stock Fund | Mutual Funds | — | — | $136K | 0.4% | |
| Victory Sycamore Victory Syc amore Established Value Fund | Other securities | — | — | $126K | 0.4% | |
| JP Morgan JP Morgan Mid Cap Growth Fund | Other securities | — | — | $112K | 0.3% | |
| American Century American Century Small Cap Growth Fund R6 Class | Other securities | — | — | $96K | 0.3% | |
| T. ROW PRICE RET 2005 ACTIVE A T. ROWE PRICE · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $90K | 0.3% | |
| Fidelity Intl Index Fund | Common Collective Trusts | — | — | $89K | 0.3% | |
| (Participant Loans) maturity dates through April 2028 - | Participant loans | — | — | $81K | 0.2% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $71K | 0.2% | |
| MFS International Growth Fund Class R6 | Mutual Funds | — | — | $69K | 0.2% | |
| Vanguard Small- Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $66K | 0.2% | |
| T. ROW PRICE RET 2065 ACTIVE A T. ROWE PRICE · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $16K | <0.1% | |
| Charles Schwab Cash, non- interest bearing | Mutual Funds | — | $14K | $14K | <0.1% | |
| BlackRock Strategic Global Fund | Other securities | — | — | $4K | <0.1% |
