Original filing (PDF)20250423144551NAL0008875600001

MILES JACKSON INSURANCE, INC

Name: MILES JACKSON INSURANCE, INC — MILES JACKSON INSURANCE, INC 401(K) PLAN, Form 5500 (2024)
Creator: MILES JACKSON INSURANCE, INC

Form 5500-SF

FILING_RECEIVED

MILES JACKSON INSURANCE, INC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$47K

Net assets (EOY)

$47K

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

MILES JACKSON INSURANCE, INC

EIN

85-3744880

Address

1225 CAROL LANE NE · ATLANTA, GA · 30306

Phone

(770) 262-4452

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee 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

2025-04-23

Pension benefit codes

2K · 401(m) arrangement

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

ROCHESTER GROUP, INC.

ROCHESTER GROUP 401(K) & PROFIT SHARING PLAN

$47K · 4 participants

NICK CYPHER AGENCY INC.

NICK CYPHER AGENCY INC. 401(K) PLAN

$47K · 7 participants

GENERAL ASSURANCE OF AMERICA, INC.

GENERAL ASSURANCE PROFIT SHARING PLAN

$47K · 1 participants

CATALANO & STEFFANI INSURANCE

CATALANO & STEFFANI INSURANCE 401(K) PROFIT SHARING PLAN & TRUST

$47K · 3 participants

MORTON V ROBERTS JR INS AGENCY INC

MORTON V ROBERTS JR INS AGENCY INC 401K PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.