# Jackson Healthcare, LLC 401(k) Plan
Source: https://planprovider.pro/companies/jackson-healthcare-llc-401k-plan

> Jackson Healthcare, LLC's 401(k) plan: 2,412 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/ameritas-retirement-plans) — INVESTMENT ADVISORY

- [WBL ADVISORS](https://planprovider.pro/provider/williams-benator-and-libby-llp) — 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|

## Similar Plans

- [Mau, INC.](https://planprovider.pro/companies/mau-inc-401k-plan) — 3,087 participants

- [Teamwork Services, INC.](https://planprovider.pro/companies/teamwork-services-inc-401k-plan) — 1,521 participants

- [Dlh Holdings Corp.](https://planprovider.pro/companies/dlh-holdings-corp-401k-plan-001-9798) — 3,529 participants

- [Trc Staffing Services, INC.](https://planprovider.pro/companies/trc-staffing-services-inc-401k-plan) — 3,590 participants

- [Cortech, LLC](https://planprovider.pro/companies/cortech-llc-plan-001) — 3,655 participants

- [Apmi, INC. Dba Hr Strategies](https://planprovider.pro/companies/apmi-inc-dba-hr-strategies-401k-plan) — 1,110 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/jackson-healthcare-llc-401k-plan)

© 2026 PlanProvider.Pro