Plan Snapshot
- Plan Sponsor: Jackson Automotive Investments, LLC Dba Toyota Of Rockwall
- Sponsor EIN: 205048794
- Sponsor Address: 1250 EAST INTERSTATE 30, ROCKWALL, TX, 75087
- Plan Type: 401(k)
- Total Participants: 286
- Total Assets: $4.0M
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 | 286 | $4.0M | $0 | $472,391 |
| 2023 | 271 | $3.9M | $0 | $515,370 |
| 2022 | 286 | $3.7M | $0 | $526,715 |
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 | RECORDKEEPER | $31,204 | — | $31,204 |
| CAMBRIDGE INVESTMENT RESEARCH INC | BROKER/ADVISER | — | $9,306 | $9,306 |
| LANE GORMAN TRUBITT, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LANE GORMAN TRUBITT, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,510
- Estimated Expense Ratio: 1.005% 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 | $30,868 | — | — | — | — |
| 2023 | $31,651 | $4,965 | — | — | — |
| 2022 | $37,881 | — | $37,881 | — | — |