· 2022–2024 · DOL EFAST2

JACKSON ADVISORY GROUP INC — JACKSON ADVISORY GROUP INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)

Original filing (PDF)20250515135810NAL0013469587001

JACKSON ADVISORY GROUP INC

Form 5500-SF

FILING_RECEIVED

JACKSON ADVISORY GROUP INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

3

Accounts w/ balance

2

Plan assets (EOY)

$59K

Net assets (EOY)

$59K

Plan health score

Top-tier plan health

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

55

Vendor & structure

100

Helping the score

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

Decision-maker contacts

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

Plan sponsor

Name

JACKSON ADVISORY GROUP INC

EIN

31-1192518all filings

Address

7659 MONTGOMERY RD STE 4 · CINCINNATI, OH · 452364266

Phone

(513) 321-7766

Industry

Real Estatesee all

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

2025-05-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

COOPER MCCAIN, LLC

COOPER + MCCAIN 401(K) PLAN

$60K · 4 participants

REAL ESTATE VALUATION GROUP

REAL ESTATE VALUATION GROUP 401(K) PLAN

$60K · 1 participants

TRIMARK APPRAISALS, LLC

TRIMARK APPRAISALS, LLC 401(K) PROFIT SHARING PLAN

$58K · 7 participants

RITLEYHUBER, LLC

SPTCO MEP 401(K) FOR RITLEYHUBER, LLC

$57K · 4 participants

SIGMA REAL ESTATE SERVICES, INC.

SIGMA REAL ESTATE SERVICES INC. 401(K) PLAN

$60K · 9 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.