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Original filing (PDF)20251014120559NAL0002717217001
JACKSON THERAPY PARTNERS LLC
Form 5500
FILING_RECEIVED
JACKSON PARTNERS 401(K) PLAN
401(k) retirement plan
Signals · 3
~147 bps in Sched C feesNo recordkeeper disclosed7 service providers
Active participants
2,906
Accounts w/ balance
784
Plan assets (EOY)
$8.5M
Net assets (EOY)
$8.5M
How this plan invests
This plan
6 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
65
Knocking points off
- 147 bps in Schedule C fees — 183% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- Only 27% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JACKSON THERAPY PARTNERS LLC.
Plan sponsor
Name
JACKSON THERAPY PARTNERS LLC
EIN
20-4430776
Address
2301 LUCIEN WAY, SUITE 325 · MAITLAND, FL · 32751
Phone
(800) 774-7785
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Name
ECONOMIC GROUP PENSION SERVICES LLC
EIN
86-2963468
City
FRANKLIN SQUARE, NY
Phone
(484) 531-5010
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
WILLIAMS BENATOR & LIBBY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsTPA / Administrator
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $53K | — |
| EGPS | 13-3180178 | — | CONTRACT ADMINISTRATOR | $23K | — |
| ORENDA RETIREMENT, LLC | 36-4877979 | — | CONTRACT ADMINISTRATOR | $12K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WBL | 58-1460137 | — | ACCOUNTANT | $31K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KILPATRICK | 58-0511774 | — | LEGAL | $6K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV PARTICIPANTS | $0 | — |
| RESOURCES INVESTMENT ADVISORS, LLC | 43-1451524 | — | INV ADV PARTICIPANTS | $0 | — |
Investments
31 direct securities · 6 pooled funds· $8.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$8.5M
31 holdings
Common Collective Trust
$43K
5 holdings
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PIMCO RealPath Blend 2055 Institutional Fd Mutual Fund | — | — | — | $1.5M | 18.1% | |
| PIMCO RealPath Blend 2060 Institutional Fd Mutual Fund | — | — | — | $1.3M | 15.4% | |
| Party-in Identity of Issuer, Borrower, Lessor, or Rate of Interest, Collateral, Current Interest Similar Party Par, or Maturity Value PIMCO RealPath Blend 2035 Institutional Fd Mutual Fund | — | — | — | $996K | 11.6% | |
| PIMCO RealPath Blend 2050 Institutional Fd Mutual Fund | — | — | — | $914K | 10.7% | |
| PIMCO RealPath Blend 2045 Institutional Fd Mutual Fund | — | — | — | $714K | 8.4% | |
| PIMCO RealPath Blend 2040 Institutional Fd Mutual Fund | — | — | — | $614K | 7.2% | |
| PIMCO RealPath Blend 2030 Institutional Fd Mutual Fund | — | — | — | $498K | 5.8% | |
| Fidelity 500 Index Fd Mutual Fund | — | — | — | $360K | 4.2% | |
| PIMCO RealPath Blend Income Institutional Fd Mutual Fund | — | — | — | $305K | 3.6% | |
| PIMCO RealPath Blend 2025 Institutional Fd Mutual Fund | — | — | — | $207K | 2.4% | |
| JP Morgan Large Cap Growth R6 Fd Mutual Fund | — | — | — | $205K | 2.4% | |
| Fidelity Total Market Index Fd Mutual Fund | — | — | — | $130K | 1.5% | |
| PIMCO RealPath Blend 2065 Institutional Fd Mutual Fund | — | — | — | $127K | 1.5% | |
| Putnam Large Cap Value R6 Fd Mutual Fund | — | — | — | $99K | 1.2% | |
| T. Rowe Price Overseas Stock I Fd Mutual Fund | — | — | — | $64K | 0.7% | |
| Party-in Identity of Issuer, Borrower, Lessor, or Rate of Interest, Collateral, Current Interest Similar Party Par, or Maturity Value Fidelity Mid Cap Index Fd Mutual Fund | — | — | — | $52K | 0.6% | |
| PIMCO Income Institutional Fd Mutual Fund | — | — | — | $47K | 0.6% | |
| American Funds Bond Fd of America R6 Fd Mutual Fund | — | — | — | $47K | 0.5% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $43K | 0.5% | |
| JP Morgan Mid Cap Growth R6 Fd Mutual Fund | — | — | — | $36K | 0.4% | |
| Fidelity Small Cap Index Fd Mutual Fund | — | — | — | $30K | 0.3% | |
| Principal MidCap Value I R6 Fd Mutual Fund | — | — | — | $28K | 0.3% | |
| American Funds New World R6 Fd Mutual Fund | — | — | — | $25K | 0.3% | |
| T. Rowe Price Global Multi-Sector Bond I Fd Mutual Fund | — | — | — | $24K | 0.3% | |
| Vanguard International Growth Admiral Fd Mutual Fund | — | — | — | $22K | 0.3% | |
| Fidelity Advisor Small Cap Growth Z Fd Mutual Fund | — | — | — | $20K | 0.2% | |
| Cohen & Steers Real Estate Securities Z Fd Mutual Fund | — | — | — | $18K | 0.2% | |
| Undiscovered Managers Behavioral Value R6 Fd Mutual Fund | — | — | — | $17K | 0.2% | |
| Fidelity US Bond Index Fd Mutual Fund | — | — | — | $15K | 0.2% | |
| Fidelity Global ex U.S. Index Fd Mutual Fund | — | — | — | $12K | 0.1% | |
| Franklin Income Advisor Fd Mutual Fund 7 American Funds American Balanced R6 Fd Mutual Fund | — | — | — | $11K | 0.1% | |
| Principal Fixed Income Guaranteed Option Guaranteed Investment Contract | — | — | — | $3K | <0.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $0 | <0.1% |
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