Plan Ledger DOL Form 5500 · updated monthly

Jackson Spalding, Inc.401(k)

JACKSON SPALDING, INC. PROFIT SHARING 401(K) PLAN · ATLANTA, GA · plan year 2025

Reported admin expense ratio · 2025
0.46%

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

Jackson Spalding, Inc. reported $102,635 in plan administrative expenses for 2025: 0.46% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,971 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 fell from 0.52% to 0.46%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other professional & technical services employers. By assets it is the 775th-largest of 2,160 plans among Georgia employers on file, and the 4,874th of 11,654 in professional & technical services. In 2025, employees put in $2.36 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$24,154,265
Participants with balances213
Active participants131
Employer contributions$520,167
Employee contributions$1,227,662
Employer contribution per active participant$3,971
Average account balance$113,400
Benefits paid to participants$1,352,825
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$24.2M · 213 accts · $520K emplr
2024$20.4M · 229 accts · $599K emplr
2023$17.9M · 226 accts · $556K emplr
2022$14.0M · 208 accts · $439K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$57,444
Investment management$45,191
Total administrative$102,635
The Jackson Spalding, Inc. 401(k) match · 2025
Employer contribution per active participant$3,971
Median for plans this size$2,666
2025$3,971 per active participant
2024$3,741 per active participant
2023$3,455 per active participant
2022$3,229 per active participant

Jackson Spalding, Inc.'s 2025 employer contribution ran above the $2,666 median for plans its size. 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
MARIETTA WEALTH MANAGEMENT · Investment advisory (plan)$45,191
EMPOWER ADVISORY GROUP, LLC · Investment management$6,239
ERISA SERVICES · Contract administrator$3,840

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

Administrative cost history4
2025$102,635 · 0.46%
2024$95,152 · 0.50%
2023$79,239 · 0.50%
2022$78,947 · 0.52%
Same employer
Similar plansProfessional & Technical Services · Georgia
Consumer Link, Inc. GA$26.7M · 0.00%
Aldridge Pite, LLP GA$26.0M · 0.54%
Eptura, Inc. GA$26.0M · 0.38%
Qgenda, LLC GA$25.5M · 0.10%
Huff, Powell & Bailey, LLC GA$23.1M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 582180530 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.