# Jack Henry & Associates INC 401(k) Plan
Source: https://planprovider.pro/companies/jack-henry-associates-inc-401k-plan

> Jack Henry & Associates INC's 401(k) plan: 7,243 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jack Henry & Associates INC

- **Sponsor EIN:** 431128385

- **Sponsor Address:** 1021 CENTRAL EXPRESSWAY SOUTH, ALLEN, TX, 75013

- **Plan Type:** 401(k)

- **Total Participants:** 7,243

- **Total Assets:** $1.4B

## 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.|

| 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|$382,520|—|$382,520|

| COMMONWEALTH EQUITY SERVICES LLC DB|INVESTMENT ADVISOR|$74,039|—|$74,039|

| WHITLEY PENN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [COMMONWEALTH EQUITY SERVICES LLC DB](https://planprovider.pro/provider/commonwealth-financial-network) — INVESTMENT ADVISOR

- [WHITLEY PENN LLP](https://planprovider.pro/provider/whitley-penn-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $456,559

- **Estimated Expense Ratio:** 0.034% 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|$513,190|$57,082|$88,764|—|—|

| 2023|$634,799|$76,281|$550,122|—|—|

| 2022|$644,875|$85,040|$549,835|—|—|

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