How big is Jackson Financial Group, LLC's plan?

Jackson Financial Group, LLC's plan reported $51K in assets and 7 participants for 2024.

Original filing (PDF)20251106142043NAL0006416707001

Jackson Financial Group, LLC

Name: Jackson Financial Group, LLC — New Perspective, Form 5500 (2024)
Creator: Jackson Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

New Perspective Financial Solutions 401(k) Plan

401(k) retirement plan · Jackson Financial Group, LLC's New Perspective Financial Solutions 401(k) Plan held $51K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$51K

Net assets (EOY)

$51K

Plan identifiers

Jackson Financial Group, LLC's EIN is 84-3233361.

EIN 84-3233361

Plan number 001

Plan year 2024

ACK ID 20251106142043NAL0006416707001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Jackson Financial Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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