Jackson Contractor Group 401(k) match, vesting and fees

Plan year 2025 filingJackson Contractor Group Inc. 401(k) Plan · Plan 003 · EIN 81-0535453Updated Oct 2026

What Jackson Contractor Group's 401(k) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2025 filing reports $2M in employer contributions, about $4,651 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2025 Form 5500 ↗
$77,240
Average account balance
437
Participants (end of year)
$33.8M
Plan assets (end of year)
0.67%
Admin expenses ÷ assets

Plan features

Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.

RecordkeeperEmpower Annuity Insurance CompanySchedule C ↗
Independent auditorMetz Cpa, PLLC (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗

How the plan compares

Plan year 2025 medians for 1,392 defined-contribution plans in construction with 100 to 499 participants.

Jackson Contractor Group: employer contribution per participant$4,651
Peer median$2,501
Jackson Contractor Group: average balance$77,240
Peer median$71,471
Jackson Contractor Group: admin expenses ÷ assets0.67%
Peer median0.39%

Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.

Plan history

Plan assets were $33.8M at the end of plan year 2025.

$33.8M2025
End-of-year figures from each plan year's Form 5500 filing for the Jackson Contractor Group plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
2025437$33.8M$2M$4,6510.67%Not publishedForm 5500 ↗

Other Jackson Contractor Group plans (2)

Each plan files its own Form 5500. Figures are from each plan's latest filing.

Montana Contractors Assoc., Inc. 401(k) Retirement Plan & Trust

Plan 002 · EIN 81-0535453 · plan year 2024 filing
$22,584
Average account balance
373
Participants (end of year)
$7M
Plan assets (end of year)
0.69%
Admin expenses ÷ assets

Plan features

Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.

RecordkeeperAdmn Committee, Mt Contractors AssnSchedule C ↗
Independent auditorEide Bailly LLP (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗
Late participant contributionsReported on the filingSchedule H ↗

Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust

Plan 001 · EIN 81-0535453 · plan year 2024 filing
$42,172
Average account balance
502
Participants (end of year)
$21.2M
Plan assets (end of year)
1.37%
Admin expenses ÷ assets

Plan features

Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.

RecordkeeperAdmn Committee, Mt Contractors AssnSchedule C ↗
Independent auditorEide Bailly LLP (unmodified opinion, limited scope)Schedule H ↗
Plan type and statusRetirement · ActiveForm 5500 ↗

Common questions

Does Jackson Contractor Group match 401(k) contributions?

The match terms for the Jackson Contractor Group Inc. 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $2M in employer contributions, about $4,651 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the Jackson Contractor Group 401(k) match vested?

The vesting schedule for the Jackson Contractor Group Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.

Who manages the Jackson Contractor Group 401(k)?

The recordkeeper listed on Schedule C of the plan year 2025 filing is Empower Annuity Insurance Company. The plan administrator is Jackson Contractor Group, Inc..

I left Jackson Contractor Group. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (Jackson Contractor Group, Inc., (406) 542-9150) or the recordkeeper, Empower Annuity Insurance Company. The Jackson Contractor Group old 401(k) page lists the contacts from every plan filing. Find an old Jackson Contractor Group 401(k)

Data from the public Form 5500 annual reports Jackson Contractor Group filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Jackson Contractor Group. Not financial advice. Report a correction · Methodology