Plan Snapshot
- Plan Sponsor: The August Jackson Company
- Sponsor EIN: 200004098
- Sponsor Address: 189 KENTLANDS BLVD, STE 200, GAITHERSBURG, MD, 20878
- Plan Type: 401(k)
- Total Participants: 160
- Total Assets: $16.3M
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 | 160 | $16.3M | $575,296 | $1.4M |
| 2023 | 124 | $12.8M | $512,337 | $1.1M |
| 2022 | 117 | $11.7M | $404,086 | $878,855 |
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 |
|---|---|---|---|---|
| KATZABOSCH | 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 | $38,370 | $14,000 | — | — | — |
| 2023 | $35,886 | $14,000 | — | — | — |
| 2022 | $36,742 | — | — | — | — |