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Original filing (PDF)20250603141134NAL0007275443001
DEREK JACKSON AUTOMOTIVE GROUP, LLC DBA DON JACKSON CHRYSLER DODGE JEE
Form 5500-SF
FILING_RECEIVED
DEREK JACKSON AUTOMOTIVE GROUP 401(K) PLAN
401(k) retirement plan
Active participants
45
Accounts w/ balance
16
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- Only 36% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DEREK JACKSON AUTOMOTIVE GROUP, LLC DBA DON JACKSON CHRYSLER DODGE JEE.
Plan sponsor
Name
DEREK JACKSON AUTOMOTIVE GROUP, LLC DBA DON JACKSON CHRYSLER DODGE JEE
DBA
DBA DON JACKSON CHRYSLER DODGE JEEP RAM NORTH
EIN
83-2315292
Address
5855 GA HWY 400 · CUMMING, GA · 30028
Phone
(678) 517-5796
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
2025-06-03
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
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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