Plan Snapshot
- Plan Sponsor: Jackson Iron & Metal Company, INC.
- Sponsor EIN: 640591540
- Sponsor Address: P.O. BOX 23309, JACKSON, MS, 392253309
- Plan Type: 401(k)
- Total Participants: 192
- Total Assets: $16.2M
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 | 192 | $16.2M | $335,232 | $618,211 |
| 2023 | 192 | $13.7M | $261,810 | $681,828 |
| 2022 | 184 | $12.6M | $267,469 | $656,937 |
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 |
|---|---|---|---|---|
| HORNE, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HORNE, LLP — Auditor
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 | $54,110 | — | $54,110 | — | — |
| 2023 | $46,625 | — | $46,625 | — | — |
| 2022 | $46,977 | — | $46,977 | — | — |