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Original filing (PDF)20250929105217NAL0011212257001
JACOBS TECHNOLOGY INC.
Form 5500
FILING_RECEIVED
IBEW LOCAL 1340 MAINTENANCE EMPLOYEES' RETIREMENT FUND 401(K) PLAN & TRUST
401(k) retirement plan
Signals · 2
23% employer stock6 service providers
Active participants
89
Accounts w/ balance
116
Plan assets (EOY)
$10.4M
Net assets (EOY)
$10.4M
How this plan invests
This plan
70 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 23% of plan in employer / sponsor stock.
- 74 bps in Schedule C fees — 157% above peer band of 29 bps.
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
P.O. BOX 7580 · HAMPTON, VA · 23666
Phone
(757) 224-7819
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
007
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CERITY PARTNERS LLC | 27-1180831 | NORFOLK, VA | NONE | $29K | — |
| FORVIS MAZARS, LLP | 44-0160260 | NORFOLK, VA | NONE | $19K | — |
| PBMARES, LLP | 54-0737372 | NEWPORT NEWS, VA | NONE | $15K | — |
| USI INSURANCE | — | CHICAGO, IL | NONE | $9K | — |
| WOODS ROGERS VANDEVENTER BLACK PLC | 54-1294386 | NORFOLK, VA | NONE | $6K | — |
| DAVENPORT & COMPANY, INC. | 54-1835842 | WILLIAMSBURG, VA | NONE | $0 | — |
Investments
69 direct securities· $10.3M(99% of reported assets)
Uncategorized
$8.9M
67 holdings
Mutual Funds
$1.3M
1 holding
Common Stocks
$139K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Cash Equivalents * Davenport & Co. of Virginia, Inc. Government cash trust account | — | — | $1.3M | $1.3M | 12.6% | |
| American Funds Washington Mutual Investors Fund | Mutual Funds | — | $525K | $1.3M | 12.6% | |
| American Funds Income Fund of America | — | — | $599K | $933K | 9.0% | |
| Davenport & Co. of Virginia, Inc. Davenport Core Leaders Fund | — | — | $295K | $748K | 7.2% | |
| American Funds Capital World Growth & Income Fund | — | — | $359K | $487K | 4.7% | |
| Exchange-Traded Funds Vanguard Funds Developed Markets Fund | — | — | $185K | $230K | 2.2% | |
| U.S. Government and Agency Obligations U.S. Treasury note, bearing interest at 4.875%, maturing October, 2030 | — | — | $208K | $204K | 2.0% | |
| U.S. Treasury note, bearing interest at 4.500%, maturing November, 2025 | — | — | $201K | $200K | 1.9% | |
| U.S. Treasury note, bearing interest at 4.000%, maturing October, 2029 | — | — | $200K | $197K | 1.9% | |
| maturing June, 2026 | — | — | $205K | $194K | 1.9% | |
| maturing September, 2026 | — | — | $203K | $194K | 1.9% | |
| maturing July, 2027 | — | — | $204K | $193K | 1.9% | |
| maturing November, 2029 | — | — | $174K | $168K | 1.6% | |
| maturing October, 2031 | — | — | $171K | $166K | 1.6% | |
| maturing March, 2028 | — | — | $151K | $155K | 1.5% | |
| maturing June, 2028 | — | — | $146K | $152K | 1.5% | |
| maturing December, 2025 | — | — | $150K | $146K | 1.4% | |
| maturing November, 2028 | — | — | $150K | $146K | 1.4% | |
| Apple, Inc. Common stock | Common Stocks | — | $11K | $139K | 1.3% | |
| iShares S & P 400 Mid Cap Growth Fund | — | — | $99K | $124K | 1.2% | |
| Alphabet Inc. Common stock | — | — | $18K | $118K | 1.1% | |
| Microsoft Common stock | — | — | $15K | $112K | 1.1% | |
| American Century Emerging Markets Fund | — | — | $107K | $107K | 1.0% | |
| iShares S & P 600 Small Cap Growth Fund | — | — | $83K | $102K | 1.0% | |
| maturing April, 2026 | — | — | $101K | $98K | 0.9% | |
| JP Morgan Chase & Company Ultra-Short Income | — | — | $98K | $98K | 0.9% | |
| maturing October, 2027 | — | — | $104K | $97K | 0.9% | |
| iShares MSCI International Quality Factor | — | — | $98K | $94K | 0.9% | |
| JP Morgan Chase & Company Common stock | — | — | $18K | $84K | 0.8% | |
| First Trust Low Duration Opportunities | — | — | $78K | $80K | 0.8% | |
| NVIDIA Corp. Common stock | — | — | $56K | $78K | 0.8% | |
| Chevron Corp. Common stock | — | — | $35K | $75K | 0.7% | |
| Cisco Systems, Inc. Common stock | — | — | $34K | $70K | 0.7% | |
| Broadcom Inc. Common stock | — | — | $9K | $69K | 0.7% | |
| Mastercard Inc. Common stock | — | — | $12K | $68K | 0.7% | |
| Amazon.com, Inc. Common stock | — | — | $52K | $68K | 0.7% | |
| Walmart, Inc. Common stock | — | — | $13K | $66K | 0.6% | |
| McDonalds Corp. Common stock | — | — | $44K | $66K | 0.6% | |
| Merck & Company Inc Common stock | — | — | $52K | $63K | 0.6% | |
| Boston Scientific Corp. Common stock | — | — | $25K | $63K | 0.6% | |
| Blackrock Inc. Common stock | — | — | $25K | $62K | 0.6% | |
| UnitedHealth Group Inc. Common stock | — | — | $16K | $60K | 0.6% | |
| ServiceNow Inc. Common stock | — | — | $28K | $58K | 0.6% | |
| Meta Platforms Inc. Common stock | — | — | $44K | $55K | 0.5% | |
| TJX Companies, Inc. Common stock | — | — | $32K | $55K | 0.5% | |
| Walt Disney Co. Common stock | — | — | $44K | $51K | 0.5% | |
| Pepsico Inc. Common stock | — | — | $41K | $51K | 0.5% | |
| S&P Global, Inc. Common stock | — | — | $41K | $50K | 0.5% | |
| Corning Inc. Common stock | — | — | $33K | $49K | 0.5% | |
| Berkley W R Corp. Common stock | — | — | $32K | $49K | 0.5% | |
| maturing April, 2026 | — | — | $50K | $48K | 0.5% | |
| Home Depot Inc. Common stock | — | — | $3K | $48K | 0.5% | |
| Honeywell Intl Inc. Common stock | — | — | $42K | $48K | 0.5% | |
| Emerson Electric Co. Common stock | — | — | $26K | $46K | 0.4% | |
| Lockheed Martin Corp. Common stock | — | — | $30K | $44K | 0.4% | |
| United Parcel Service Common stock | — | — | $40K | $42K | 0.4% | |
| Charles Schwab Corp. Common stock | — | — | $28K | $40K | 0.4% | |
| Synopsys Inc. Common stock | — | — | $48K | $40K | 0.4% | |
| Autodesk, Inc. Common stock | — | — | $27K | $38K | 0.4% | |
| Kimberly-Clark Corp. Common stock | — | — | $40K | $37K | 0.4% | |
| Lam Research Corp. Common stock | — | — | $32K | $37K | 0.4% | |
| IQVIA Holdings, Inc. Common stock | — | — | $39K | $36K | 0.3% | |
| Johnson & Johnson Common stock | — | — | $29K | $35K | 0.3% | |
| Jones Lang LaSalle Inc. Common stock | — | — | $35K | $33K | 0.3% | |
| Eastman Chemical Co. Common stock | — | — | $24K | $33K | 0.3% | |
| Qualcomm Inc. Common stock | — | — | $34K | $31K | 0.3% | |
| Verizon Communications Inc. Common stock | — | — | $39K | $29K | 0.3% | |
| Laboratory Corporation of America Common stock | — | — | $22K | $28K | 0.3% | |
| Mondelez International Inc. Common stock | — | — | $14K | $11K | 0.1% |
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