# Jackson Heart Clinic, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/jackson-heart-clinic-p-a-plan-001

> Jackson Heart Clinic, P.A.'s 401(k) plan: 137 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jackson Heart Clinic, P.A.

- **Sponsor EIN:** 640528954

- **Sponsor Address:** 970 LAKELAND DRIVE, JACKSON, MS, 39216

- **Plan Type:** 401(k)

- **Total Participants:** 137

- **Total Assets:** $42.1M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|137|$42.1M|$1.4M|$969,701|

| 2023|111|$36.9M|$1.1M|$825,312|

| 2022|103|$34.0M|$1.2M|$709,129|

## 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|

| T.E. LOTT AND COMPANY|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|$74,640|$42,877|$16,060|—|—|

| 2023|$64,286|$35,221|$15,511|—|—|

| 2022|$80,573|$45,785|$25,335|—|$9,453|

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