Jacobson Companies 401(k) Profit Sharing Plan
Merged. In 2016 its assets moved to the Xpo Logistics, Inc. 401(k) Plan, sponsored by Xpo Logistics, Inc. (EIN 03-0450326, plan 001). Accounts moved with them, so that plan is the one to contact.
- Plan number
- 003Employer EIN 64-0964166
- Participants (2015)
- 6,725
- Net assets (2015)
- $37.5 million
- Recordkeeper
- Wells FargoEarlier: Epic Retirement (2009)
- Plan administrator
- Jhci Acquisition, Inc.
1717 NW 21ST Avenue
Portland, OR 97209
(515) 265-6171As filed for 2016 - In effect since
- April 8, 2004
Earlier sponsor: Jacobson Holding Co. (2009).
Earlier plan names: Jacobson Acquisition Co. 401(k) Plan and Trust.
Year by year, 2009 to 2016
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2016 | 0 | $0 | Wells Fargo |
| 2015 | 6,725 | $37.5 million | Wells Fargo |
| 2014 | 5,689 | $40.5 million | Wells Fargo |
| 2013 | 5,049 | $39.9 million | Wells Fargo |
| 2012 | 4,721 | $39.2 million | Wells Fargo |
| 2011 | 4,957 | $35.3 million | Wells Fargo |
| 2010 | 5,282 | $34.7 million | Wells Fargo |
| 2009 | 1,308 | $30.4 million | Epic Retirement |