Plan Snapshot
- Plan Sponsor: Jack Henry & Associates INC
- Sponsor EIN: 431128385
- Sponsor Address: 663 HIGHWAY 60, P.O. BOX 807, MONETT, MO, 65708
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 8,527
- Total Assets: $1.6B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 8,527 | $1.6B | $0 | $0 |
| 2024 | 7,243 | $1.4B | $33.2M | $63.0M |
| 2023 | 6,719 | $1.2B | $30.9M | $59.5M |
| 2022 | 6,955 | $1.1B | $28.8M | $55.5M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $348,758 | — | $348,758 |
| COMMONWEALTH EQUITY SERVICES LLC DB | Investment Advisor | $20,238 | — | $20,238 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $368,996
- Estimated Expense Ratio: 0.024% 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 |
|---|---|---|---|---|---|
| 2025 | $102,647,967 | $19,850 | — | — | — |
| 2024 | $513,190 | $57,082 | $88,764 | — | — |
| 2023 | $634,799 | $76,281 | $550,122 | — | — |
| 2022 | $644,875 | $85,040 | $549,835 | — | — |