Plan Snapshot
- Plan Sponsor: Jackson Furniture Industries, INC.
- Sponsor EIN: 640338186
- Sponsor Address: PO BOX 1359, CLEVELAND, TN, 373641359
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 312
- Total Assets: $0
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 | 312 | $0 | $0 | $0 |
| 2024 | 342 | $0 | $0 | $0 |
| 2023 | 426 | $0 | $0 | $0 |
| 2022 | 464 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| ALLEGIANCE BENEFIT PLAN MANAGEMENT | Other Service Provider | $115,892 | $1,357 | $117,249 |
| MAIN STREET INSURANCE GROUP | Investment Advisor | $75,000 | — | $75,000 |
| ADVOSEE | Investment Advisor | $70,430 | — | $70,430 |
| SIMPLE RX | Other Service Provider | $31,008 | — | $31,008 |
| ALLEGIANCE CARE MANAGEMENT INC | Other Service Provider | $12,957 | — | $12,957 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $306,644
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 | — | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |