Plan Snapshot
- Plan Sponsor: C. R. Jackson, INC.
- Sponsor EIN: 570575863
- Sponsor Address: 100 INDEPENDENCE BOULEVARD, COLUMBIA, SC, 29210
- Plan Type: 401(k)
- Total Participants: 911
- Total Assets: $29.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 911 | $29.5M | $1.5M | $2.3M |
| 2023 | 825 | $27.5M | $1.2M | $1.9M |
| 2022 | 664 | $24.0M | $996,785 | $1.6M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| LPL FINANCIAL LLC | Investment Advisor | — | $60,770 | $60,770 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $44,377 | — | $44,377 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $26,098 | — | $26,098 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LPL FINANCIAL LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $131,245
- Estimated Expense Ratio: 0.445% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $70,475 | $56,425 | — | — | — |
| 2023 | $45,826 | $40,027 | — | — | — |
| 2022 | $30,195 | — | $28,087 | — | $2,108 |