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Sponsor portfolio

ANDREW M. JACKSON

EIN 02-0678861-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
10
PO BOX 27 - CLINTON, NC 283290027910-592-4121
Plans on this EIN
2 filings
#002CashBalance-$1.3M - 5 part#001401k-$316K - 5 part

Retirement portfolio analytics

2 plans aggregated / $1.6M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • CASH BALANCE PLAN (#002)80%
  • 401(K) RETIREMENT PLAN (#001)20%
Total $1.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)5
  • 401(K) RETIREMENT PLAN (#001)5
Total 10Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ANDREW M. JACKSON CASH BALANCE PLAN

CashBalance

Assets$1.3M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ANDREW M. JACKSON 401(K) RETIREMENT PLAN

401k

Assets$316K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ANDREW M. JACKSON CASH BALANCE PLANCashBalance$1.3M52024
001ANDREW M. JACKSON 401(K) RETIREMENT PLAN401k$316K52024
Retirement plans
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