Plan Snapshot
- Plan Sponsor: Jacksons Food Stores, INC.
- Sponsor EIN: 820364157
- Sponsor Address: 3450 EAST COMMERCIAL COURT, MERIDIAN, ID, 83642
- Plan Type: 401(k)
- Total Participants: 4,284
- Total Assets: $50.7M
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 | 4,284 | $50.7M | $2.7M | $5.5M |
| 2023 | 4,395 | $39.7M | $2.5M | $4.9M |
| 2022 | 4,006 | $30.5M | $2.2M | $4.2M |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $111,517 | — | $111,517 |
| ONEDIGITAL INVESTMENT ADVISORS, INC | NONE | $32,017 | — | $32,017 |
| SORREN CPAS P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- ONEDIGITAL INVESTMENT ADVISORS, INC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $143,534
- Estimated Expense Ratio: 0.283% 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 |
|---|---|---|---|---|---|
| 2024 | $143,534 | $32,017 | $111,517 | — | — |
| 2023 | $133,491 | $24,000 | $93,991 | $15,500 | — |
| 2022 | $110,910 | — | $110,910 | — | — |