Back to filter
Original filing (PDF)20250926142210NAL0008647617001
JACKSON AUTOMOTIVE GROUP
Form 5500
FILING_RECEIVED
JACKSON AUTOMOTIVE GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
170
Accounts w/ balance
259
Plan assets (EOY)
$6.4M
Net assets (EOY)
$6.4M
How this plan invests
This plan
1 pooled trust
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (5 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JACKSON AUTOMOTIVE GROUP.
Plan sponsor
Name
JACKSON AUTOMOTIVE GROUP
EIN
58-0656141
Address
4781 RIVERSIDE DRIVE · MACON, GA · 31210
Phone
(478) 477-4858
Industry
Retail Tradesee 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
2025-09-26
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MCNAIR, MCLEMORE, MIDDLEBROOKS & CO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $3K | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 39-2018056 | — | SERVICE PROVIDER | $0 | — |
Investments
33 direct securities · 1 pooled fund· $12.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$6.1M
1 holding
Uncategorized
$6.1M
32 holdings
Mutual Funds
$400K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $6.1M | 95.5% | |
| Fidelity 500 Index Fund Mutual Funds | — | — | — | $661K | 10.4% | |
| PIMCO StocksPLUS Intl F Ins Mutual Funds | — | — | — | $618K | 9.7% | |
| JPMorgan LgCp Grw Fd R6 Mutual Funds | — | — | — | $446K | 7.0% | |
| Voya Index Solution 2045 P Z Mutual Funds | — | — | — | $433K | 6.8% | |
| Voya Index Solution 2040 P Z Mutual Funds | — | — | — | $423K | 6.6% | |
| American Funds Bond Fd Am R6 Mutual Funds | Mutual Funds | — | — | $400K | 6.3% | |
| Voya Index Solution 2060 P Z Mutual Funds | — | — | — | $398K | 6.2% | |
| Voya Index Solution 2035 P Z Mutual Funds | — | — | — | $317K | 5.0% | |
| Voya Fixed Account (4450) Insurance Company General Account | — | — | — | $243K | 3.8% | |
| PGIM High Yield Fund R6 Mutual Funds | — | — | — | $226K | 3.5% | |
| Vangrd Balanced Index Fd Adm Mutual Funds | — | — | — | $209K | 3.3% | |
| Vangrd Em Mkts Stk Ind Fd Adm Mutual Funds | — | — | — | $207K | 3.2% | |
| Voya Index Solution 2055 P Z Mutual Funds | — | — | — | $197K | 3.1% | |
| Vangrd Small-Cap Index Fd Adm Mutual Funds | — | — | — | $191K | 3.0% | |
| DFA Global Real Est Sec Pt Ins Mutual Funds | — | — | — | $139K | 2.2% | |
| Voya Index Solution 2050 P Z Mutual Funds | — | — | — | $138K | 2.2% | |
| Vangrd Mid-Cap Vl Indx Fd Adm Mutual Funds | — | — | — | $133K | 2.1% | |
| Voya Index Solution 2025 P Z Mutual Funds | — | — | — | $133K | 2.1% | |
| Vangrd Tot Bd Mkt Ind Fd Adm Mutual Funds | — | — | — | $130K | 2.0% | |
| Vangrd Equity Income Fund Adm Mutual Funds | — | — | — | $110K | 1.7% | |
| DFA Infl-Prot Sec Port Ins Mutual Funds | — | — | — | $98K | 1.5% | |
| Carillon Eagle Mid Cap Grw R6 Mutual Funds | — | — | — | $87K | 1.4% | |
| Vangrd Explorer Fund Adm Mutual Funds | — | — | — | $87K | 1.4% | |
| Voya Index Solution 2065 P Z Mutual Funds | — | — | — | $80K | 1.3% | |
| Voya Index Solution 2030 P Z Mutual Funds | — | — | — | $80K | 1.2% | |
| Voya GOV Money Market Mutual Funds | — | — | — | $60K | 0.9% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | — | — | — | $60K | 0.9% | |
| Vangrd Mid-Cap Index Fund Adm Mutual Funds | — | — | — | $51K | 0.8% | |
| Maturing at Various Dates * Participant Loans Through November 2027 | — | — | — | $41K | 0.6% | |
| American Funds Bond Fd Am R6 Mutual Funds | — | — | — | $21K | 0.3% | |
| American Funds Nw Prspctv R6 Registered Investment Company | — | — | — | $21K | 0.3% | |
| Vangrd Intl Grw Fd Adm Mutual Funds | — | — | — | $20K | 0.3% | |
| DFA US Targeted VI Port Mutual Funds | — | — | — | $3K | <0.1% |
Related plans
Other plans using VOYA RETIREMENT INSURANCE & ANNUITY
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
VOYA SERVICES COMPANY
VOYA 401(K) SAVINGS PLAN
$2.7B · 7,442 participants
CEDARS-SINAI MEDICAL CENTER
CEDARS-SINAI 403B RETIREMENT PLAN
$2.6B · 12,772 participants
CEDARS-SINAI MEDICAL CENTER
CEDARS-SINAI DEFINED CONTRIBUTION
$1.1B · 13,560 participants
MERCY HEALTH CORPORATION
MERCY HEALTH CORPORATION EMPLOYEES RETIREMENT PLAN
$827.7M · 7,008 participants
WASTE CONNECTIONS, INC.
WASTE CONNECTIONS, INC. 401(K) PROFIT SHARING PLAN
$799.3M · 17,293 participants
Similar-size Retail Trade plans
BONNELL MOTORS, INC.
BONNELL MOTORS, INC. 401(K) PLAN
$6.4M · 46 participants
LEE KINSTLE CHEVROLET, BUICK, GMC INC.
LEE KINSTLE CHEVROLET, BUICK, GMC INC. PROFIT SHARING 401(K) PLAN
$6.4M · 44 participants
FAMILY FORD, INC.
FAMILY FORD, INC. 401(K) SAVINGS PLAN
$6.4M · 74 participants
ALBERT MOTORS, INC.
ALBERT MOTORS, INC. 401(K) PLAN
$6.4M · 83 participants
R K CHEVROLET, INC.
R K CHEVROLET, INC. 401(K) PLAN
$6.4M · 146 participants
JOHNNY LONDOFF CHEVROLET, INC.
JOHNNY LONDOFF CHEVROLET, INC. EMPLOYEES PROFIT SHARING AND SAVINGS PLAN
$6.4M · 53 participants
Large plans in Georgia
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
$42.9B
DELTA AIR LINES, INC
THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA
$37.3B
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
$21.2B · 39,297 participants
DELTA AIR LINES, INC.
DELTA MASTER TRUST
$20.1B
INVESCO TRUST COMPANY
INVESCO SHORT-TERM BOND FUND
$19.7B
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
$19.3B · 451,512 participants