Jacobs Technology Inc.'s EIN is 62-0510412.
Download the official 2024 Form 5500 (PDF) for Jacobs Technology Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jacobs Technology Inc.'s plan includes profit-sharing, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| 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 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Cash Equivalents * Davenport & Co. of Virginia, Inc. Government cash trust account | Cash / Money Market | — | $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 | Mutual Funds | — | $599K | $933K | 9.0% | |
| Davenport & Co. of Virginia, Inc. Davenport Core Leaders Fund | Common Stocks | — | $295K | $748K | 7.2% | |
| American Funds Capital World Growth & Income Fund | Mutual Funds | — | $359K | $487K | 4.7% | |
| Exchange-Traded Funds Vanguard Funds Developed Markets Fund | Mutual Funds | — | $185K | $230K | 2.2% | |
| U.S. Government and Agency Obligations U.S. Treasury note, bearing interest at 4.875%, maturing October, 2030 | U.S. Treasuries | — | $208K | $204K | 2.0% | |
| U.S. Treasury note, bearing interest at 4.500%, maturing November, 2025 | U.S. Treasuries | — | $201K | $200K | 1.9% | |
| U.S. Treasury note, bearing interest at 4.000%, maturing October, 2029 | U.S. Treasuries | — | $200K | $197K | 1.9% | |
| maturing June, 2026 | Other securities | — | $205K | $194K | 1.9% | |
| maturing September, 2026 | Other securities | — | $203K | $194K | 1.9% | |
| maturing July, 2027 | Other securities | — | $204K | $193K | 1.9% | |
| maturing November, 2029 | Other securities | — | $174K | $168K | 1.6% | |
| maturing October, 2031 | Other securities | — | $171K | $166K | 1.6% | |
| maturing March, 2028 | Other securities | — | $151K | $155K | 1.5% | |
| maturing June, 2028 | Other securities | — | $146K | $152K | 1.5% | |
| maturing December, 2025 | Other securities | — | $150K | $146K | 1.4% | |
| maturing November, 2028 | Other securities | — | $150K | $146K | 1.4% | |
| Apple, Inc. Common stock | Common Stocks | — | $11K | $139K | 1.3% | |
| iShares S & P 400 Mid Cap Growth Fund | Other securities | — | $99K | $124K | 1.2% | |
| Alphabet Inc. Common stock | Common Stocks | — | $18K | $118K | 1.1% | |
| Microsoft Common stock | Common Stocks | — | $15K | $112K | 1.1% | |
| American Century Emerging Markets Fund | Other securities | — | $107K | $107K | 1.0% | |
| iShares S & P 600 Small Cap Growth Fund | Other securities | — | $83K | $102K | 1.0% | |
| maturing April, 2026 | Other securities | — | $101K | $98K | 0.9% | |
| JP Morgan Chase & Company Ultra-Short Income | Common Stocks | — | $98K | $98K | 0.9% | |
| maturing October, 2027 | Other securities | — | $104K | $97K | 0.9% | |
| iShares MSCI International Quality Factor | Other securities | — | $98K | $94K | 0.9% | |
| JP Morgan Chase & Company Common stock | Common Stocks | — | $18K | $84K | 0.8% | |
| First Trust Low Duration Opportunities | Other securities | — | $78K | $80K | 0.8% | |
| NVIDIA Corp. Common stock | Common Stocks | — | $56K | $78K | 0.8% | |
| Chevron Corp. Common stock | Common Stocks | — | $35K | $75K | 0.7% | |
| Cisco Systems, Inc. Common stock | Common Stocks | — | $34K | $70K | 0.7% | |
| Broadcom Inc. Common stock | Common Stocks | — | $9K | $69K | 0.7% | |
| Mastercard Inc. Common stock | Common Stocks | — | $12K | $68K | 0.7% | |
| Amazon.com, Inc. Common stock | Common Stocks | — | $52K | $68K | 0.7% | |
| Walmart, Inc. Common stock | Common Stocks | — | $13K | $66K | 0.6% | |
| McDonalds Corp. Common stock | Common Stocks | — | $44K | $66K | 0.6% | |
| Merck & Company Inc Common stock | Common Stocks | — | $52K | $63K | 0.6% | |
| Boston Scientific Corp. Common stock | Common Stocks | — | $25K | $63K | 0.6% | |
| Blackrock Inc. Common stock | Common Stocks | — | $25K | $62K | 0.6% | |
| UnitedHealth Group Inc. Common stock | Common Stocks | — | $16K | $60K | 0.6% | |
| ServiceNow Inc. Common stock | Common Stocks | — | $28K | $58K | 0.6% | |
| Meta Platforms Inc. Common stock | Common Stocks | — | $44K | $55K | 0.5% | |
| TJX Companies, Inc. Common stock | Common Stocks | — | $32K | $55K | 0.5% | |
| Walt Disney Co. Common stock | Common Stocks | — | $44K | $51K | 0.5% | |
| Pepsico Inc. Common stock | Common Stocks | — | $41K | $51K | 0.5% | |
| S&P Global, Inc. Common stock | Common Stocks | — | $41K | $50K | 0.5% | |
| Corning Inc. Common stock | Common Stocks | — | $33K | $49K | 0.5% | |
| Berkley W R Corp. Common stock | Common Stocks | — | $32K | $49K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| WOODS ROGERS VANDEVENTER BLACK PLC | 54-1294386 | NORFOLK, VA | NONE | $6K | — |
| DAVENPORT & COMPANY, INC. | 54-1835842 | WILLIAMSBURG, VA | NONE | $0 | — |
