Plan Snapshot
- Plan Sponsor: Jackson Paper Manufacturing Company
- Sponsor EIN: 582139114
- Sponsor Address: 152 WEST MAIN STREET PO BOX 667, SYLVA, NC, 28779
- Plan Type: 401(k)
- Total Participants: 205
- Total Assets: $19.6M
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 | 205 | $19.6M | $717,388 | $950,987 |
| 2023 | 194 | $19.9M | $721,836 | $1.0M |
| 2022 | 174 | $17.9M | $617,021 | $873,936 |
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 |
|---|---|---|---|---|
| CROWE LLP | 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 | $88,174 | $88,174 | — | — | — |
| 2023 | $81,019 | $81,019 | — | — | — |
| 2022 | $64,121 | $63,524 | $597 | — | — |