401k Record

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JNL Series Trust 401(k)

Recordkeeping fees per participant · Jackson National Life Insurance Company Defined Contribution Plan · plan year 2024

$7.25

Higher than 10% of the 790 plans over $1B that report it.

Source

= $33,331 / 4,596
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250916113724NAL0001158195001, received 2025-09-16
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250916113724NAL0001158195001, received 2025-09-16

10th: $6.72median $34.2890th: $56.58

Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-16.

Cost and contributions

Administrative expenses excluding investment management, per participant

$8.45

10th: $9.43median $44.4790th: $97.55

Higher than 9% of the 1,045 plans over $1B that report it.

Source

= $38,824 / 4,596
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250916113724NAL0001158195001, received 2025-09-16
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250916113724NAL0001158195001, received 2025-09-16

Administrative expenses per participant

$8.45

10th: $24.33median $70.0390th: $174.36

Higher than 3% of the 1,076 plans over $1B that report it.

Source

= $38,824 / 4,596
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250916113724NAL0001158195001, received 2025-09-16
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250916113724NAL0001158195001, received 2025-09-16

Administrative expenses as a share of assets

0.003%

10th: 0.013%median 0.046%90th: 0.111%

Higher than 3% of the 1,076 plans over $1B that report it.

Source

= $38,824 / $1,423,050,582
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250916113724NAL0001158195001, received 2025-09-16
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250916113724NAL0001158195001, received 2025-09-16

Employer contributions per participant

$8,056

10th: $1,442median $3,74490th: $8,760

Higher than 87% of the 1,135 plans over $1B that report it.

Source

= $37,026,672 / 4,596
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250916113724NAL0001158195001, received 2025-09-16
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250916113724NAL0001158195001, received 2025-09-16

Employer share of total contributions

50.1%

10th: 19.8%median 33.4%90th: 47.5%

Higher than 94% of the 1,135 plans over $1B that report it.

Source

= $37,026,672 / $73,889,205
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250916113724NAL0001158195001, received 2025-09-16
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250916113724NAL0001158195001, received 2025-09-16

Plan terms, as stated in JNL Series Trust's SEC filings

Plan terms are not published in public filings.

Plan features

2E profit-sharing · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3F · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250916113724NAL0001158195001, received 2025-09-16

Full record, Jackson National Life Insurance Company Defined Contribution Plan

FieldValueSource
Plan sponsorJACKSON NATIONAL LIFE INSURANCE COMPANYForm 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250916113724NAL0001158195001, received 2025-09-16
Plan nameJACKSON NATIONAL LIFE INSURANCE COMPANY DEFINED CONTRIBUTION PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20250916113724NAL0001158195001, received 2025-09-16
Sponsor EIN / plan number38-1659835 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250916113724NAL0001158195001, received 2025-09-16
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250916113724NAL0001158195001, received 2025-09-16
Sponsor locationLANSING, MIForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250916113724NAL0001158195001, received 2025-09-16
Industry (business code)524140, Finance and insuranceForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20250916113724NAL0001158195001, received 2025-09-16
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250916113724NAL0001158195001, received 2025-09-16
Filing received2025-09-16Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250916113724NAL0001158195001, received 2025-09-16
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250916113724NAL0001158195001, received 2025-09-16
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20250916113724NAL0001158195001, received 2025-09-16
Participants, beginning of year5,347Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250916113724NAL0001158195001, received 2025-09-16
Active participants3,980Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250916113724NAL0001158195001, received 2025-09-16
Participants, end of year5,407Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250916113724NAL0001158195001, received 2025-09-16
Participants with an account balance4,596Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250916113724NAL0001158195001, received 2025-09-16
Total assets, beginning of year$1,286,700,126Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250916113724NAL0001158195001, received 2025-09-16
Total assets, end of year$1,423,050,582Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250916113724NAL0001158195001, received 2025-09-16
Net assets, end of year$1,423,050,582Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250916113724NAL0001158195001, received 2025-09-16
Total income$232,303,522Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250916113724NAL0001158195001, received 2025-09-16
Net income$136,350,456Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250916113724NAL0001158195001, received 2025-09-16
Employer contributions$37,026,672Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250916113724NAL0001158195001, received 2025-09-16
Participant contributions$32,636,691Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250916113724NAL0001158195001, received 2025-09-16
Other contributions (incl. rollovers)$4,225,842Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250916113724NAL0001158195001, received 2025-09-16
Total contributions$73,889,205Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250916113724NAL0001158195001, received 2025-09-16
Benefit payments$95,913,648Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250916113724NAL0001158195001, received 2025-09-16
Total expenses (incl. benefit payments)$95,953,066Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250916113724NAL0001158195001, received 2025-09-16
Total administrative expenses$38,824Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250916113724NAL0001158195001, received 2025-09-16
Contract administrator fees$1,800Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250916113724NAL0001158195001, received 2025-09-16
Recordkeeping fees$33,331Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250916113724NAL0001158195001, received 2025-09-16
IQPA audit fees$0Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250916113724NAL0001158195001, received 2025-09-16
Investment advisory and management fees$0Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250916113724NAL0001158195001, received 2025-09-16
Administrative expenses excluding investment management$38,824derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250916113724NAL0001158195001, received 2025-09-16
Held in master trusts$0Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250916113724NAL0001158195001, received 2025-09-16
Held in common/collective trusts$452,433,859Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250916113724NAL0001158195001, received 2025-09-16
Held in mutual funds$424,311,894Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250916113724NAL0001158195001, received 2025-09-16
Independent auditorKPMGSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250916113724NAL0001158195001, received 2025-09-16

Position = column in the DOL layout for form year 2024. Filing 20250916113724NAL0001158195001, received 2025-09-16.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
FIDELITY INVESTMENTS INSTITUTIONALrecordkeeperRECORDKEEPER 37 Participant loan processing; 64 Recordkeeping fees; 65 Account maintenance fees $35,131yes

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250916113724NAL0001158195001, received 2025-09-16.

What changed since the 2023 plan year

Figure20232024Change
Total assets$1,286,700,126$1,423,050,58210.6%
Participants with a balance4,5814,5960.3%
Administrative expenses$43,228$38,824-10.2%
Recordkeeping fees per participant$9.44$7.25-23.1%
Employer contributions$34,781,359$37,026,6726.5%

Prior filing 20241014101024NAL0014747059001, received 2024-10-14; the plan years are contiguous.

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Sponsor name as filed: JACKSON NATIONAL LIFE INSURANCE COMPANY; SEC registrant: JNL SERIES TRUST (CIK 933691, matched by EIN).