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Original filing (PDF)20251014170053NAL0001709155001
JACOBS TECHNOLOGY, INC.
Form 5500
FILING_RECEIVED
JACOBS TECHNOLOGY INC. EMPLOYEES' SAVINGS PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed7 service providers
Active participants
8,335
Accounts w/ balance
18,364
Plan assets (EOY)
$2.2B
Net assets (EOY)
$2.2B
How this plan invests
This plan
18 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JACOBS TECHNOLOGY, INC..
Plan sponsor
Name
JACOBS TECHNOLOGY, INC.
EIN
62-0510412
Address
600 WILLIAM NORTHERN BLVD · TULLAHOMA, TN · 37388
Phone
(931) 393-6691
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $458K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $197K | — |
| IVINS PHILLIPS & BARKER | 52-1229560 | — | NONE | $106K | — |
| STATE STREET GLOBAL ADVISORS | 81-4017137 | — | NONE | $55K | — |
| ANGELES INVESTMENT ADVISORS, LLC | 95-4839031 | — | NONE | $53K | — |
| ERNST & YOUNG US LLP | 34-6565596 | — | NONE | $37K | — |
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $31K | — |
Investments
17 direct securities · 18 pooled funds· $2.3B(100% of reported assets)
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.
Common Collective Trust
$1.5B
17 holdings
Uncategorized
$778.9M
17 holdings
Master Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD INSTL 500 INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $368.3M | 17.0% | |
| Vanguard PRIMECAP Fund Admiral Shares | — | — | — | $156.2M | 7.2% | |
| VFTC TARGET RET 2025 TRUST SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6938034 / PN 001 | Common Collective Trust | — | — | $142.7M | 6.6% | |
| VFTC TARGET RET 2035 TRUST SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6941311 / PN 001 | Common Collective Trust | — | — | $139.4M | 6.4% | |
| VFTC TARGET RET 2045 TRUST SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6944355 / PN 001 | Common Collective Trust | — | — | $125.4M | 5.8% | |
| VFTC TARGET RET 2030 TRUST SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6938065 / PN 001 | Common Collective Trust | — | — | $120.2M | 5.5% | |
| VANGUARD INST TTL BOND MKT INDEX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $110.3M | 5.1% | |
| Vanguard Mid-Cap Index Fund: Institutional Plus Shares | — | — | — | $107.8M | 5.0% | |
| Vanguard Retirement Savings Trust II | — | — | — | $105.6M | 4.9% | |
| VFTC RETIREMENTS SAVINGS TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5455475 / PN 001 | Common Collective Trust | — | — | $105.6M | 4.9% | |
| VFTC TARGET RET 2040 TRUST SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6941351 / PN 001 | Common Collective Trust | — | — | $102.6M | 4.7% | |
| VFTC TARGET RET 2050 TRUST SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6944390 / PN 001 | Common Collective Trust | — | — | $82.5M | 3.8% | |
| Dodge & Cox Stock Fund Class I | — | — | — | $81.6M | 3.8% | |
| Vanguard Wellington Fund Admiral Shares | — | — | — | $68.5M | 3.2% | |
| Vanguard Small-Cap Index Fund: Institutional Plus Shares | — | — | — | $62.6M | 2.9% | |
| VFTC TARGET RET 2055 TRUST SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6948719 / PN 001 | Common Collective Trust | — | — | $56.4M | 2.6% | |
| VFTC TARGET RET 2020 TRUST SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6935530 / PN 001 | Common Collective Trust | — | — | $54.0M | 2.5% | |
| Dodge & Cox International Stock Fund Class I | — | — | — | $49.4M | 2.3% | |
| Vanguard Explorer Fund Admiral Shares | — | — | — | $49.0M | 2.3% | |
| Vanguard Institutional Total International Stock Market Index Trust | — | — | — | $46.8M | 2.2% | |
| VANGUARD INST TTL INTER STK MRKT TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $46.8M | 2.2% | |
| VFTC TARGET RET 2060 TRUST SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6948754 / PN 001 | Common Collective Trust | — | — | $36.1M | 1.7% | |
| VFTC TARGET RET INCOME TRUST SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6930815 / PN 001 | Common Collective Trust | — | — | $35.7M | 1.6% | |
| Vanguard REIT Index Fund Institutional Shares | — | — | — | $19.0M | 0.9% | |
| Notes receivable from participants | — | — | — | $13.4M | 0.6% | |
| VFTC TARGET RET 2065 TRUST SELECT VANGAURD FIDUCIARY TRUST COMPANY · EIN 82-6200492 / PN 001 | Common Collective Trust | — | — | $13.1M | 0.6% | |
| Baird Bond Fund | — | — | — | $7.6M | 0.4% | |
| Vanguard FTSE Social Index Fund Admiral Shares | — | — | — | $5.2M | 0.2% | |
| Jacobs Engineering Group Inc. Stock Company Stock Fund | — | — | — | $3.3M | 0.2% | |
| Vanguard Federal Money Market Fund | — | — | — | $1.6M | <0.1% | |
| VFTC TARGET RET 2070 TRUST SELECT VANGAURD FIDUCIARY TRUST COMPANY · EIN 88-6098744 / PN 001 | Common Collective Trust | — | — | $1.3M | <0.1% | |
| Vanguard Target Retirement Income and Growth Trust Select | — | — | — | $691K | <0.1% | |
| VFTC TGT RET INC GRO TR SEL VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6429754 / PN 001 | Common Collective Trust | — | — | $691K | <0.1% | |
| Amentum Holdings, Inc. Company Stock Fund | — | — | — | $522K | <0.1% | |
| JACOBS ENGINE GRP INC MASTER TR JACOBS ENGINEERING GROUP, INC. · EIN 95-4081636 / PN 007 | Master Trust | — | — | $0 | <0.1% |