Plan Snapshot
- Plan Sponsor: James H. Jackson Industries, INC.
- Sponsor EIN: 751833787
- Sponsor Address: PO BOX 1079, LA PORTE, TX, 775721079
- Plan Type: Health & Welfare
- Plan Number: 505
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 123 | $259,099 | $2.2M | $321,272 |
| 2023 | 112 | $233,417 | $797,736 | $312,059 |
| 2022 | 102 | $500,913 | $816,301 | $303,992 |
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 |
|---|---|---|---|---|
| ENTRUST, LLC DBA 90 DEGREE BENEFITS | Recordkeeper | $157,071 | — | $157,071 |
| RX VALET | Other Service Provider | $10,647 | — | $10,647 |
| FIRST HEALTH | Other Service Provider | — | $6,308 | $6,308 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $174,026
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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | $137,001 | — | $137,001 | — | — |
| 2023 | $107,458 | — | $107,458 | — | — |
| 2022 | $94,321 | — | — | — | — |