Plan Snapshot
- Plan Sponsor: Jackson Automotive Group
- Sponsor EIN: 580656141
- Sponsor Address: 4781 RIVERSIDE DRIVE, MACON, GA, 31210
- Plan Type: 401(k)
- Total Participants: 170
- Total Assets: $6.4M
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 | 170 | $6.4M | $252,853 | $743,588 |
| 2023 | 188 | $5.3M | $235,488 | $693,341 |
| 2022 | 169 | $3.9M | $162,605 | $573,263 |
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 |
|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEME | SERVICE PROVIDER | — | $22,228 | $22,228 |
| MCNAIR, MCLEMORE, MIDDLEBROOKS & CO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NORTHWESTERN MUTUAL WEALTH MANAGEME — SERVICE PROVIDER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,228
- Estimated Expense Ratio: 0.349% 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 | $3,421 | $520 | $2,251 | — | — |
| 2023 | $1,453 | $103 | $950 | — | — |
| 2022 | $20,209 | — | — | — | — |