Plan Snapshot
- Plan Sponsor: Jackson Healthcare For Women, P.A.
- Sponsor EIN: 640503682
- Sponsor Address: 291 EAST LAYFAIR DRIVE, FLOWOOD, MS, 39232
- Plan Type: DC
- Total Participants: 66
- Total Assets: $42.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 66 | $42.2M | $1.1M | $449,376 |
| 2023 | 73 | $36.9M | $1.0M | $438,286 |
| 2022 | 75 | $38.5M | $1.0M | $436,013 |
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 |
|---|---|---|---|---|
| TANN, BROWN & RUSS CO., PLLC | 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 | $90,203 | $90,203 | — | — | — |
| 2023 | $105,376 | $105,376 | — | — | — |
| 2022 | $93,255 | $93,255 | — | — | — |