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

Jackson Associates, Inc.'s plan reported $1.5M in assets and 17 participants for 2024.

Original filing (PDF)20250915082118NAL0000566755001

Jackson Associates, Inc.

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

Form 5500-SF

FILING_RECEIVED

Jackson Associates, Inc. 401(k) Plan & Trust

401(k) retirement plan · Jackson Associates, Inc.'s Jackson Associates, Inc. 401(k) Plan & Trust held $1.5M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Jackson Associates, Inc.'s EIN is 38-2268186.

EIN 38-2268186

Plan number 001

Plan year 2024

ACK ID 20250915082118NAL0000566755001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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