# Jackson Automotive Investments, LLC Dba Toyota Of Rockwall 401(k) Plan
Source: https://planprovider.pro/companies/jackson-automotive-investments-llc-dba-toyota-of-rockwall-401k-plan

> Jackson Automotive Investments, LLC Dba Toyota Of Rockwall's 401(k) plan: 286 participants, plan year 2024 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lane-gorman-trubitt-llc) — 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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/jackson-automotive-investments-llc-dba-toyota-of-rockwall-401k-plan)

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