Jackson Therapy Partners 401(k) match, vesting and fees
What Jackson Therapy Partners' 401(k) plan says about matching contributions
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.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Williams Benator & Libby LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 231 defined-contribution plans in administrative, support and waste management services with 500 to 999 participants.
| Jackson Therapy Partners: employer contribution per participant | $204 | |
| Peer median | $1,443 |
| Jackson Therapy Partners: average balance | $10,903 | |
| Peer median | $38,287 |
| Jackson Therapy Partners: admin expenses ÷ assets | 1.72% | |
| Peer median | 0.47% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $5.2M at the end of plan year 2021 to $8.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 3,284 | $8.5M | $160K | $204 | 1.72% | Not published | Form 5500 ↗ |
| 2023 | 2,003 | $6.4M | $217K | $376 | 2.08% | Not published | Form 5500 ↗ |
| 2022 | 1,637 | $6.2M | $98K | $154 | 1.73% | Not published | Form 5500 ↗ |
| 2021 | 4,653 | $5.2M | $84K | $159 | 1.16% | Not published | Form 5500 ↗ |
Other Jackson Therapy Partners plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Jackson Orlando Associates 401(k) Plan
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.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Williams Benator & Libby LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Common questions
Does Jackson Therapy Partners match 401(k) contributions?
The match terms for the Jackson Partners 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $160K in employer contributions, about $204 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Jackson Therapy Partners 401(k) match vested?
The vesting schedule for the Jackson Partners 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Jackson Therapy Partners 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Economic Group Pension Services LLC.
I left Jackson Therapy Partners. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Economic Group Pension Services LLC, (484) 531-5010) or the recordkeeper, Principal Life Insurance Company. The Jackson Therapy Partners old 401(k) page lists the contacts from every plan filing. Find an old Jackson Therapy Partners 401(k)
Data from the public Form 5500 annual reports Jackson Therapy Partners filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) 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 Therapy Partners. Not financial advice. Report a correction · Methodology