Plan Ledger DOL Form 5500 · updated monthly

Jackson Healthcare for Women, P.A.401(k)

JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN · FLOWOOD, MS · plan year 2024

Reported admin expense ratio · 2024
0.23%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Jackson Healthcare for Women, P.A. reported $90,203 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $15,943 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.23%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 55th-largest of 367 plans among Mississippi employers on file, and the 2,142nd of 11,911 in health care & social assistance. In 2024, the employer put in $2.34 for every $1.00 employees contributed themselves; active participation has shrunk from 75 to 66 since 2022.

Plan summary
Net assets, end of year$42,169,880
Participants with balances128
Active participants66
Employer contributions$1,052,216
Employee contributions$449,376
Employer contribution per active participant$15,943
Average account balance$329,452
Benefits paid to participants$628,068
Plan auditUnmodified (clean) audit opinion
AuditorTANN, BROWN & RUSS CO., PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$42.2M · 128 accts · $1.1M emplr
2023$36.9M · 124 accts · $1.0M emplr
2022$38.5M · 126 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Investment management$90,203
Total administrative$90,203
The Jackson Healthcare for Women, P.A. 401(k) match · 2024
Employer contribution per active participant$15,943
Median for plans this size$2,416
2024$15,943 per active participant
2023$13,853 per active participant
2022$13,393 per active participant

Jackson Healthcare for Women, P.A.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
MAGNOLIA CAPITOL ADVISORS LLC · Investment advisory (plan)$74,327
EMPOWER ADVISORY GROUP LLC · Investment management$85
AZALEA ADMINISTRATION LLC · Contract administratorindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$90,203 · 0.23%
2023$105,376 · 0.28%
2022$93,255 · 0.22%
Similar plansHealth Care & Social Assistance · Mississippi
Jackson Heart Clinic, P.A. MS$42.1M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 640503682 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.