Plan Snapshot
- Plan Sponsor: Jackson Group Peterbilt, INC.
- Sponsor EIN: 870621494
- Sponsor Address: P.O. BOX 27634, SALT LAKE CITY, UT, 841270634
- Plan Type: 401(k)
- Total Participants: 836
- Total Assets: $30.6M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 836 | $30.6M | $502,804 | $4.5M |
| 2023 | 754 | $23.8M | $556,912 | $4.3M |
| 2022 | 705 | $17.2M | $400,000 | $3.6M |
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 |
|---|---|---|---|---|
| CMP, P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $78,358 | — | $78,358 | — | — |
| 2023 | $56,651 | — | $56,651 | — | — |
| 2022 | — | — | — | — | — |