Plan Snapshot
- Plan Sponsor: Jackson Therapy Partners LLC
- Sponsor EIN: 204430776
- Sponsor Address: 3452 LAKE LYNDA DRIVE, ORLANDO, FL, 32819
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $0 | $0 |
| 2022 | 271 | $10.5M | $472,094 | $1.9M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $68,983 | — | $68,983 |
| WILLIAMS BENATOR & LIBBY | ACCOUNTANT | $21,127 | — | $21,127 |
| RESOURCES INVESTMENT ADVISORS | INVESTMENT ADVISORY | — | $11,967 | $11,967 |
| WEALTH AND PENSION SERVICE GROUP | INVESTMENT ADVISORY | — | $5,941 | $5,941 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIAMS BENATOR & LIBBY — ACCOUNTANT
- RESOURCES INVESTMENT ADVISORS — INVESTMENT ADVISORY
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $108,018
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 |
|---|---|---|---|---|---|
| 2023 | — | — | — | — | — |
| 2022 | $90,162 | — | $69,049 | — | $21,113 |