AUMdb

Jefferson Rise 401(k) Plan

Sponsored by Jefferson Rise Inc. · EIN 465447666 · Plan #002

Total assets
$768K
Net assets
$768K
Active participants
89
With balances
121

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).

No Schedule C on file for this plan year.