Plan Snapshot
- Plan Sponsor: Jackson Automotive Group
- Sponsor EIN: 580656141
- Sponsor Address: 4781 RIVERSIDE DRIVE, MACON, GA, 31210
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 101
- Total Assets: $39,572
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 101 | $39,572 | $0 | $0 |
| 2024 | 95 | $45,342 | $594,490 | $425,718 |
| 2023 | 97 | $23,241 | $562,501 | $372,463 |
| 2022 | 108 | $126,108 | $143,658 | $90,600 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP, LLC | Investment Advisor | $81,448 | — | $81,448 |
| ALLIED BENEFIT SYSTEMS | Other Service Provider | $69,212 | — | $69,212 |
| THE SANFORD COMPANY | Investment Advisor | $52,998 | — | $52,998 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $203,658
- Estimated Expense Ratio: 514.652% 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 | $1,446,828 | — | — | — | — |
| 2024 | $934,137 | — | — | — | — |
| 2023 | $222,346 | — | $147,581 | — | — |
| 2022 | $40,368 | — | $21,878 | — | — |