Matt Pfohl signed Jefferson Capital Systems, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jefferson Capital Systems, LLC's EIN is 20-3686718.
Download the official 2024 Form 5500 (PDF) for Jefferson Capital Systems, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jefferson Capital Systems, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN LP | — | NASHVILLE, TN | INVESTMENT ADVISOR | $29K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 12 Empower Trust Company, LLC Blackrock Lifepath Index Retirement Fund | Common Stocks | — | — | $2.0M | 14.6% | |
| 5 Empower Trust Company, LLC Blackrock Lifepath Index 2035 Fund | Common Stocks | — | — | $1.8M | 13.0% | |
| 14 Empower Trust Company, LLC Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.7M | 12.6% | |
| 4 Empower Trust Company, LLC Blackrock Lifepath Index 2030 Fund | Common Stocks | — | — | $1.5M | 10.8% | |
| 8 Empower Trust Company, LLC Blackrock Lifepath Index 2050 Fund | Common Stocks | — | — | $1.4M | 10.1% | |
| 6 Empower Trust Company, LLC Blackrock Lifepath Index 2040 Fund | Common Stocks | — | — | $1.4M | 10.1% | |
| 7 Empower Trust Company, LLC Blackrock Lifepath Index 2045 Fund | Common Stocks | — | — | $1.1M | 7.9% | |
| 15 Empower Trust Company, LLC Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $553K | 4.0% | |
| 9 Empower Trust Company, LLC Blackrock Lifepath Index 2055 Fund | Common Stocks | — | — | $508K | 3.7% | |
| 10 Empower Trust Company, LLC Blackrock Lifepath Index 2060 Fund | Common Stocks | — | — | $385K | 2.8% | |
| Investment contract 23 * Empower Annuity Insurance Co. of America EI Fixed Account - Series Class I | Common Stocks | — | — | $251K | 1.8% | |
| AB US LARGE CAP GROWTH CIT W SERIES GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $236K | 1.7% | |
| AB US SMALL AND MID CAP VAL W SERIE GREAT GRAY · EIN 38-4116868 / PN 532 | Common Collective Trust | — | — | $168K | 1.2% | |
| 19 Empower Trust Company, LLC JP Morgan Equity Income | Common Stocks | — | — | $150K | 1.1% | |
| 2 Empower Trust Company, LLC American Funds New World Fund | Mutual Funds | — | — | $130K | 0.9% | |
| s 1 Empower Trust Company, LLC American Funds Europacific Growth Fund | Mutual Funds | — | — | $101K | 0.7% | |
| AB US SMALL AND MID CAP GR W SERIES GREAT GRAY · EIN 38-4116871 / PN 536 | Common Collective Trust | — | — | $94K | 0.7% | |
| 16 Empower Trust Company, LLC Fidelity Global Ex Us Index Fund | Common Collective Trusts | — | — | $80K | 0.6% | |
| 11 Empower Trust Company, LLC Blackrock Lifepath Index 2065 Fund | Common Stocks | — | — | $77K | 0.6% | |
| 17 Empower Trust Company, LLC Fidelity US Bond Index | Mutual Funds | — | — | $32K | 0.2% | |
| 13 * Empower Trust Company, LLC Empower International Value Fund | Common Stocks | — | — | $23K | 0.2% | |
| 18 Empower Trust Company, LLC Invesco Global Real Estate Fund | Mutual Funds | — | — | $13K | <0.1% | |
| 3 Empower Trust Company, LLC Blackrock High Yield Bond Portfolio | Common Stocks | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
