Tommy Auger signed Jacobsen Construction Company, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jacobsen Construction Company, Inc.'s EIN is 87-0256624.
Download the official 2024 Form 5500 (PDF) for Jacobsen Construction Company, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jacobsen Construction Company, Inc.'s plan includes profit-sharing, an ESOP, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $16K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JACOBSEN CONSTRUCTION COMMON STOCK | Common Stocks | — | $16.5M | $110.5M | 92.3% | |
| PRINCIPAL LIFETIME 2050 FUND | Other securities | — | $6.6M | $6.4M | 5.3% | |
| PRINCIPAL LIFETIME 2035 FUND | Other securities | — | $2.6M | $2.6M | 2.2% | |
| PRINCIPAL LIFETIME 2030 FUND | Other securities | — | $2.1M | $1.9M | 1.6% | |
| PRINCIPAL LIFETIME 2025 FUND | Other securities | — | $2.0M | $1.9M | 1.6% | |
| PRINCIPAL LIFETIME 2040 FUND | Other securities | — | $1.1M | $1.0M | 0.8% | |
| T ROWE PRICE ULTRA SHORT | Mutual Funds | — | $506K | $492K | 0.4% | |
| ALLSPRING ULTRA SHORT FUND | Other securities | — | $393K | $369K | 0.3% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $233K | 0.2% | |
| PRINCIPAL LIFETIME 2065 FUND | Other securities | — | $183K | $192K | 0.2% | |
| SCHWAB BANK SWEEP DEPOSIT ACCOUNT | Mutual Funds | — | $123K | $118K | <0.1% | |
| PRINCIPAL STABLE VALUE FUND | Stable Value | — | $218K | $110K | <0.1% | |
| PRINCIPAL LIFE TIME STRATEGIC INC FUND | Common Stocks | — | $82K | $61K | <0.1% | |
| PRINCIPAL LIFETIME 2055 FUND | Other securities | — | $61K | $48K | <0.1% | |
| FIDELITY 500 INDEX FUND | Common Collective Trusts | — | $52K | $26K | <0.1% | |
| PRINCIPAL LIFETIME 2070 FUND | Other securities | — | $27K | $24K | <0.1% | |
| PRINCIPAL LIFETIME 2020 FUND | Other securities | — | $25K | $23K | <0.1% | |
| BAIRD ULTRA SHORT BOND | U.S. Treasuries | — | $12K | $11K | <0.1% |
