How big is Cheryl Jefferson & Associates, LLC's plan?

Cheryl Jefferson & Associates, LLC's plan reported $1.6M in assets and 3 participants for 2024.

Original filing (PDF)20250515155937NAL0030776736001

Cheryl Jefferson & Associates, LLC

Name: Cheryl Jefferson & Associates, LLC — Cheryl Jefferso, Form 5500 (2024)
Creator: Cheryl Jefferson & Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cheryl Jefferson & Associates, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Cheryl Jefferson & Associates, LLC's Cheryl Jefferson & Associates, LLC 401(k) Profit Sharing Plan held $1.6M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Cheryl Jefferson Cooke signed Cheryl Jefferson & Associates, LLC's 2024 Form 5500 as plan administrator.

Cheryl Jefferson Cooke — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Cheryl Jefferson & Associates, LLC's EIN is 20-0097042.

EIN 20-0097042

Plan number 001

Plan year 2024

ACK ID 20250515155937NAL0030776736001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cheryl Jefferson & Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cheryl Jefferson & Associates, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHERYL JEFFERSON & ASSOCIATES, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

CHERYL JEFFERSON & ASSOCIATES, LLC

EIN

all filings

Address

411 WALNUT ST. NO 10603 · GREEN COVE SPRINGS, FL · 32043

Phone

(410) 772-0065

Industry

CPA Offices· Professional & Technical Services

Plan administrator