How big is Jackson Advisory Group Inc.'s plan?

Jackson Advisory Group Inc.'s plan reported $59K in assets and 3 participants for 2024.

Original filing (PDF)20250515135810NAL0013469587001

Jackson Advisory Group Inc.

Name: Jackson Advisory Group Inc. — Jackson Advisory Group, Form 5500 (2024)
Creator: Jackson Advisory Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jackson Advisory Group Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Jackson Advisory Group Inc.'s Jackson Advisory Group Inc. 401(k) Profit Sharing Plan & Trust held $59K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$59K

Net assets (EOY)

$59K

People on this filing

Raymond Jackson signed Jackson Advisory Group Inc.'s 2024 Form 5500 as plan administrator.

Raymond Jackson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

Jackson Advisory Group Inc.'s EIN is 31-1192518.

EIN 31-1192518

Plan number 001

Plan year 2024

ACK ID 20250515135810NAL0013469587001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Jackson Advisory Group Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Vendor & structure

100

Helping the score