What public Form 5500 filings show about the Jefferson Scholars Foundation 401(k) plan — and how to find and check your own account.
Jefferson Scholars Foundation (EIN 31-1755873) reports JEFFERSON SCHOLARS FOUNDATION 401K RETREMENT PLAN on its most recent Form 5500, with $6.4M in plan assets across 24 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Jefferson Scholars Foundation filing — schedules, fees, and providers.
Jefferson Scholars Foundation’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Jefferson Scholars FoundationHR for the recordkeeper’s name and login.
