AUMdb

Jefferson Capital Systems, Llc 401(k) Plan

Sponsored by Jefferson Capital Systems, Llc · EIN 203686718 · Plan #001

Total assets
$13.8M
Net assets
$13.8M
Active participants
215
With balances
216

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Alliancebernstein Corporation CRD 107445 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Alliancebernstein Lp Investment advisory (plan) $29,067
Empower Annuity Insurance Company O Recordkeeping fees $15,993