How big is Jackson Acura's plan?

Jackson Acura's plan reported $336K in assets and 89 participants for 2024.

Original filing (PDF)20250623093939NAL0008976880001

Jackson Acura

Name: Jackson Acura — Jackson Acura 401(k) Plan, Form 5500 (2024)
Creator: Jackson Acura
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jackson Acura 401(k) Plan

401(k) retirement plan · Jackson Acura's Jackson Acura 401(k) Plan held $336K in plan assets for 89 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$336K

Net assets (EOY)

$327K

People on this filing

April Shelton signed Jackson Acura's 2024 Form 5500 as plan administrator.

April Shelton — Plan Administrator — Form 5500 signer
Sharon Phillips — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Jackson Acura's EIN is 20-3143401.

EIN 20-3143401

Plan number 001

Plan year 2024

ACK ID 20250623093939NAL0008976880001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jackson Acura from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jackson Acura's plan includes ERISA 404(c) participant direction, a 401(k) feature, profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JACKSON ACURA.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

JACKSON ACURA

EIN

all filings

Address

10900 ALPHARETTA HWY. · ROSWELL, GA · 30076

Phone

(678) 259-9393

Industry

Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-23

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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