Plan Snapshot
- Plan Sponsor: Jackson Spalding, INC.
- Sponsor EIN: 582180530
- Sponsor Address: 1100 PEACHTREE ST NE SUITE 1800, ATLANTA, GA, 30309
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 213
- Total Assets: $24.2M
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. |
|---|---|---|---|---|
| 2025 | 213 | $24.2M | $0 | $0 |
| 2024 | 160 | $20.4M | $598,500 | $1.3M |
| 2023 | 161 | $17.9M | $556,326 | $1.1M |
| 2022 | 136 | $14.0M | $439,123 | $949,150 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | Recordkeeper | $47,010 | — | $47,010 |
| MARIETTA WEALTH MANAGEMENT | Investment Advisor | $45,191 | — | $45,191 |
| ERISA SERVICES | Other Service Provider | $3,840 | $10,000 | $13,840 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $6,239 | — | $6,239 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $112,280
- Estimated Expense Ratio: 0.465% 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 | $1,456,020 | $45,191 | $3,840 | — | — |
| 2024 | $95,152 | $55,653 | $2,275 | — | — |
| 2023 | $79,239 | — | $79,239 | — | — |
| 2022 | $78,947 | — | $78,947 | — | — |