Jackson Family Partners, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Jackson Family Partners, LLC
  • Sponsor EIN: 753258325
  • Sponsor Address: 280 SUMMER STREET, BOSTON, MA, 02210
  • Plan Type: 401(k)
  • Total Participants: 22
  • Total Assets: $572,078

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202422$572,078$51,507$59,085
202320$438,826$30,498$33,810
202219$328,158$26,183$29,292

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