Jefferson Partners 401(k) Plan
Sponsored by Jefferson Partners, L.P. · EIN 411724174 · Plan #001
- Total assets
- $4.7M
- Net assets
- $4.7M
- Active participants
- 161
- With balances
- 174
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Associated Trust Company, N.A. | Recordkeeping, Consulting (pension), Trustee (discretionary) | $40,191 |