Plan Snapshot
- Plan Sponsor: Jackson Healthcare, LLC
- Sponsor EIN: 810652936
- Sponsor Address: 2655 NORTHWINDS PKWY, ALPHARETTA, GA, 30009
- Plan Type: 401(k)
- Total Participants: 2,412
- Total Assets: $210.6M
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 | 2,412 | $210.6M | $9.5M | $22.1M |
| 2023 | 2,120 | $167.7M | $7.3M | $18.4M |
| 2022 | 1,558 | $116.4M | $4.0M | $13.5M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $457,736 | — | $457,736 |
| ORENDA RETIREMENT, LLC | CONTRACT ADMINISTRATOR | $103,925 | $44,576 | $148,501 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | INVESTMENT ADVISORY | $81,680 | — | $81,680 |
| EGPS | CONTRACT ADMINISTRATOR | $69,973 | — | $69,973 |
| WBL ADVISORS | ACCOUNTANT | $50,189 | — | $50,189 |
| KILPATRICK | LEGAL | $39,993 | — | $39,993 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — INVESTMENT ADVISORY
- WBL ADVISORS — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $848,072
- Estimated Expense Ratio: 0.403% 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 | $802,449 | $81,680 | $630,598 | $50,178 | — |
| 2023 | $453,022 | $62,169 | $352,498 | $38,355 | — |
| 2022 | $349,115 | — | — | — | $349,115 |