How big is Jackson and Associates, Inc.'s plan?

Jackson and Associates, Inc.'s plan reported $1.2M in assets and 11 participants for 2025.

Original filing (PDF)20260205095318NAL0007406930001

Jackson and Associates, Inc.

Name: Jackson and Associates, Inc. — Jackson and, Form 5500 (2025)
Creator: Jackson and Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jackson and Associates 401(k) Plan

401(k) retirement plan · Jackson and Associates, Inc.'s Jackson and Associates 401(k) Plan held $1.2M in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Jackson and Associates, Inc.'s EIN is 35-1308054.

EIN 35-1308054

Plan number 001

Plan year 2025

ACK ID 20260205095318NAL0007406930001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jackson and Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jackson and Associates, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), life insurance.

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

JACKSON AND ASSOCIATES, INC.

EIN

all filings

Address

15460 HERRIMAN BOULEVARD · NOBLESVILLE, IN · 46060

Phone

(317) 773-6660

Industry

Retail Trade

Plan administrator