# Jackson Automotive Group Health & Welfare Plan
Source: https://planprovider.pro/companies/jackson-automotive-group-580656141-502

> Jackson Automotive Group's Health & Welfare plan: 101 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|

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