# Jackson Therapy Partners LLC 401(k) Plan
Source: https://planprovider.pro/companies/jackson-therapy-partners-llc-401k-plan-002

> Jackson Therapy Partners LLC's 401(k) plan: 0 participants, plan year 2022 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2022.

## 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](https://planprovider.pro/provider/williams-benator-and-libby-llp) — ACCOUNTANT

- [RESOURCES INVESTMENT ADVISORS](https://planprovider.pro/provider/epic-retirement-plan-services) — 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|

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