Plan Ledger DOL Form 5500 · updated monthly

Nathan Jackson, PLLC dba Choice401(k)

NATHAN JACKSON DBA CHOICE REHAB 401(K) P/S PLAN · TYLER, TX · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Nathan Jackson, PLLC dba Choice reported $23,423 in plan administrative expenses for 2024: 0.35% of average plan assets, below the peer median. Employer contributions averaged $659 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 2 years on file its reported administrative ratio rose from 0.27% to 0.35%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (3,343rd of 5,688), and 6,330th of 11,911 in health care & social assistance. In 2024, employees put in $1.86 for every $1.00 the employer contributed; active participation has grown from 950 to 1,349 since 2022.

Plan summary
Net assets, end of year$8,294,153
Participants with balances534
Active participants1,349
Employer contributions$889,530
Employee contributions$1,653,308
Employer contribution per active participant$659
Average account balance$15,532
Benefits paid to participants$1,502,888
Plan auditUnmodified (clean) audit opinion
AuditorHENRY & PETERS
Plan history3
Yearassets · accounts · employer contribution
2024$8.3M · 534 accts · $890K emplr
2023$5.2M · 453 accts · $143K emplr
2022$3.2M · 248 accts · $131K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,423
Total administrative$23,423
The Nathan Jackson, PLLC dba Choice 401(k) match · 2024
Employer contribution per active participant$659
Median for plans this size$1,313
2024$659 per active participant
2023$139 per active participant
2022$138 per active participant

Nathan Jackson, PLLC dba Choice's 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
ADP, INC. · Loan processing · Recordkeeping$23,422
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP
2023ADP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$23,423 · 0.35%
2023$6,179 · 0.15%
2022$9,272 · 0.27%
Similar plansHealth Care & Social Assistance · Texas
Ocusoft, Inc TX$8.5M · 0.61%
Manor Park, Inc. TX$8.4M · 0.74%
Cenikor Foundation TX$8.2M · 0.01%
Aids Arms, Inc. TX$8.2M · 0.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 743248282 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.