Jefferson Southern 401(k) Plan
Sponsored by Jefferson Southern Corporation · EIN 311722250 · Plan #001
- Total assets
- $6.1M
- Net assets
- $6.1M
- Active participants
- 295
- With balances
- 338
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 |
|---|---|---|
| Everhart Financial Group Inc CRD 107091 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Co Of Ame | Recordkeeping, Insurance services, Participant loan processing | $33,547 |
| First Party Administrator Llc | Contract administrator | $18,172 |
| Everhart Financial Group, Inc. | Investment advisory (plan) | $15,903 |
| Clausell & Associates Pc | Accounting | $15,685 |
| Empower Advisory Group | Investment management | $87 |