Jackson Therapy Partners, Llc 401(k) Plan: Login, Facts & Contact Information

Jackson Therapy Partners, Llc 401(k) Plan Facts

Plan name
JACKSON PARTNERS 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
JACKSON THERAPY PARTNERS LLC
Participants
4,697 (2,906 active employees)
Former employees with a balance
377
Plan assets
$8,547,883 at Dec 31, 2024
Average account balance
$10,903 across 784 accounts
Employer contributions
$159,697 in plan year 2024 (4% of all contributions)
Recordkeeper
Principal Life Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
May 15, 2006
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $4.05 million went into the plan in contributions, $159,697 of it from the employer (4%).
  • $2.73 million was paid out to participants.
  • Investment and other income added $930,189.
  • Administrative expenses were $128,963, about $164 per account.

How the Jackson Therapy Partners, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20193,387$4.01 million$62,745$661,545
20201,889$4.20 million$111,039$1.50 million
20213,349$5.17 million$83,623$1.30 million
20221,871$6.20 million$97,557$1.13 million
20231,953$6.43 million$216,743$2.68 million
20244,697$8.55 million$159,697$2.73 million

Jackson Therapy Partners, Llc 401(k) Contact Information

Phone
800-774-7785
Mailing address
2301 LUCIEN WAY, SUITE 325, MAITLAND FL 32751
Plan sponsor
JACKSON THERAPY PARTNERS LLC
Plan administrator
ECONOMIC GROUP PENSION SERVICES LLC
Employer identification number (EIN)
20-4430776
Plan number
001

Questions about the Jackson Therapy Partners, Llc 401(k)

Does Jackson Therapy Partners, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $159,697, 4% of all contributions.

Does the Jackson Therapy Partners, Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Jackson Therapy Partners, Llc 401(k) plan?

4,697 participants at the start of plan year 2024, 2,906 of them active employees, and 377 former employees who still had money in the plan.

What is the average 401(k) balance at Jackson Therapy Partners, Llc?

About $10,903 per account: $8.55 million in plan assets across 784 accounts with a balance at the end of plan year 2024.

Who manages the Jackson Therapy Partners, Llc 401(k) accounts?

Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Jackson Therapy Partners, Llc. How do I access my 401(k)?

Your account stays with Principal after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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