Plan Snapshot
- Plan Sponsor: Jackson Supply Company
- Sponsor EIN: 760235560
- Sponsor Address: 6655 ROXBURGH DR., HOUSTON, TX, 77041
- Plan Type: 401(k)
- Total Participants: 141
- Total Assets: $9.5M
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 | 141 | $9.5M | $238,250 | $454,916 |
| 2023 | 126 | $9.2M | $222,398 | $449,623 |
| 2022 | 124 | $7.9M | $229,300 | $441,485 |
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 |
|---|---|---|---|---|
| BREEDLOVE & CO | 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 | $1,932,380 | — | $956 | — | — |
| 2023 | $815,086 | — | $1,219 | — | — |
| 2022 | $1,150 | — | — | — | — |