# Jackson Thornton & Co., P.C. 401(k) Plan
Source: https://planprovider.pro/companies/jackson-thornton-co-p-c-plan-001

> Jackson Thornton & Co., P.C.'s 401(k) plan: 239 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jackson Thornton & Co., P.C.

- **Sponsor EIN:** 631035228

- **Sponsor Address:** P.O. BOX 96, MONTGOMERY, AL, 36101

- **Plan Type:** 401(k)

- **Total Participants:** 239

- **Total Assets:** $119.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|239|$119.9M|$1.1M|$1.5M|

| 2023|209|$110.4M|$990,132|$1.4M|

| 2022|205|$95.9M|$0|$1.4M|

## 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|

| JAMISONMONEYFARMER PC|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|$78,286|$15,627|$21,683|—|—|

| 2023|$68,175|$13,970|$24,356|—|—|

| 2022|$73,750|$14,022|$28,846|—|$30,882|

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