Plan Ledger DOL Form 5500 · updated monthly

Jackson Therapy Partners LLC401(k)

JACKSON ORLANDO ASSOCIATES 401(K) PLAN · ORLANDO, FL · plan year 2022

Reported admin expense ratio · 2022
0.89%

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

Jackson Therapy Partners LLC reported $90,162 in plan administrative expenses for 2022: 0.89% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,742 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other administrative & support services employers. By assets it is the 1,736th-largest of 3,644 plans among Florida employers on file, and the 983rd of 2,534 in administrative & support services. In 2022, employees put in $4.13 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,458,456
Participants with balances287
Active participants271
Employer contributions$472,094
Employee contributions$1,947,840
Employer contribution per active participant$1,742
Average account balance$36,441
Benefits paid to participants$653,372
Plan auditUnmodified (clean) audit opinion
AuditorWILLIAMS BENATOR & LIBBY LLP
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$10.5M · 287 accts · $472K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$69,049
Professional / advisory$21,113
Total administrative$90,162
The Jackson Therapy Partners LLC 401(k) match · 2022
Employer contribution per active participant$1,742
Median for plans this size$2,266

Jackson Therapy Partners LLC's 2022 employer contribution ran below the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$90,162 · 0.89%
All plans at this employer2
JACKSON ORLANDO 401(K) PLAN401(k)
JACKSON ORLANDO ASSOCIATES 401(K) PLAN401(k)
Same employer
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Iss Action, Inc. FL$11.9M · 1.14%
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Source: U.S. Department of Labor, Form 5500 series, EIN 204430776 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.