Plan Snapshot
- Plan Sponsor: Jackson Oncology Associates, P.L.L.C.
- Sponsor EIN: 640619700
- Sponsor Address: 1227 N. STATE STREET STE 101, JACKSON, MS, 39202
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 134
- Total Assets: $25.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 134 | $25.9M | $0 | $0 |
| 2024 | 118 | $22.7M | $947,484 | $497,991 |
| 2023 | 99 | $19.8M | $880,407 | $467,450 |
| 2022 | 98 | $19.8M | $1.2M | $434,639 |
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 |
|---|---|---|---|---|
| BALLEW ADVISORS | Investment Advisor | $34,704 | — | $34,704 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $33,605 | — | $33,605 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,309
- Estimated Expense Ratio: 0.264% 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 |
|---|---|---|---|---|---|
| 2025 | $2,134,908 | $36,209 | — | — | — |
| 2024 | $975,572 | — | — | — | — |
| 2023 | $3,942,839 | — | — | — | — |
| 2022 | $745,555 | — | — | — | — |