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Original filing (PDF)20251009134526NAL0006662177001
JACKSON ACADEMY, INC.
Form 5500
FILING_RECEIVED
JACKSON ACADEMY, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
332
Accounts w/ balance
289
Plan assets (EOY)
$17.7M
Net assets (EOY)
$17.7M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 44 bps in Schedule C fees — 51% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JACKSON ACADEMY, INC..
Plan sponsor
Name
JACKSON ACADEMY, INC.
EIN
64-6012819
Address
4908 RIDGEWOOD ROAD · JACKSON, MS · 392114878
Phone
(601) 362-9676
Industry
Educational Servicessee 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
2025-10-09
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)
Auditor
HARPER RAINS KNIGHT & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MINNESOTA LIFE INSURANCE COMPANY | 41-0417830 | — | NONE | $77K | — |
Investments
24 direct securities · 1 pooled fund· $33.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$17.7M
24 holdings
Pooled Separate Account
$16.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $16.0M | 90.4% | |
| Minnesota Life Schwab S&P 500 Index PSA Not applicable | — | — | — | $3.9M | 22.0% | |
| Minnesota Life Nuveen International Equity Index PSA Not applicable | — | — | — | $2.1M | 11.7% | |
| Minnesota Life Vanguard Total Bond Mkt Idx Adm PSA Not applicable | — | — | — | $1.7M | 9.8% | |
| Minnesota Life ML Guaranteed Return Acdt GIC Not applicable | — | — | — | $1.6M | 9.1% | |
| Minnesota Life JPMorgan Large Cap Growth PSA Not applicable | — | — | — | $1.5M | 8.4% | |
| Minnesota Life Vanguard Extended Mkt Idx Adm PSA Not applicable | — | — | — | $1.4M | 7.7% | |
| Minnesota Life Vanguard Life Strategy Moderate Growth PSA Not applicable | — | — | — | $1.1M | 6.1% | |
| Minnesota Life Vanguard LifeStrategy Growth PSA Not applicable | — | — | — | $595K | 3.4% | |
| Minnesota Life Vanguard Equity-Income Adm PSA Not applicable | — | — | — | $590K | 3.3% | |
| Minnesota Life Wellington Disciplined US Equity PSA Not applicable | — | — | — | $581K | 3.3% | |
| Minnesota Life Dodge & Cox Stock Fund PSA Not applicable | — | — | — | $578K | 3.3% | |
| Minnesota Life Vanguard Interm Bond Idx Adm PSA Not applicable | — | — | — | $488K | 2.8% | |
| Minnesota Life Vanguard LifeStrategy Conservative Growth PSA Not applicable | — | — | — | $319K | 1.8% | |
| Minnesota Life Fidelity Emerging Markets Idx PSA Not applicable 751 * Minnesota Life Hood River Small Cap Gro Instl PSA Not applicable | — | — | — | $307K | 1.7% | |
| Minnesota Life Allspring Special Small Cap VL PSA Not applicable | — | — | — | $217K | 1.2% | |
| Minnesota Life Cohen & Steers RE PSA Not applicable | — | — | — | $139K | 0.8% | |
| Minnesota Life MFS Mid Cap Growth PSA Not applicable | — | — | — | $132K | 0.7% | |
| Minnesota Life MFS Mid Cap Value R3 PSA Not applicable | — | — | — | $130K | 0.7% | |
| Notes receivable - participants Maturity - various; interest - 3.75 - 9.00% - | — | — | — | $88K | 0.5% | |
| Minnesota Life T. Rowe Price Small Cap Stock PSA Not applicable | — | — | — | $88K | 0.5% | |
| Minnesota Life Morgan Stanley Instl Intl Opp PSA Not applicable | — | — | — | $76K | 0.4% | |
| Minnesota Life Dodge & Cox Intl Stock Fund PSA Not applicable | — | — | — | $68K | 0.4% | |
| Minnesota Life American Funds Cap World Bond PSA Not applicable | — | — | — | $45K | 0.3% | |
| Minnesota Life Ishares Russell SMMDCap Idx PSA Not applicable | — | — | — | $4K | <0.1% |
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