How big is Jefferson IT, LLC's plan?

Jefferson IT, LLC's plan reported $404K in assets and 9 participants for 2024.

Original filing (PDF)20250522130835NAL0002679937001

Jefferson IT, LLC

Name: Jefferson IT, LLC — Jefferson IT 401(k) Plan, Form 5500 (2024)
Creator: Jefferson IT, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jefferson IT 401(k) Plan

401(k) retirement plan · Jefferson IT, LLC's Jefferson IT 401(k) Plan held $404K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$404K

Net assets (EOY)

$404K

People on this filing

Sandra Morton signed Jefferson IT, LLC's 2024 Form 5500 as plan administrator.

Sandra Morton — 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

Jefferson IT, LLC's EIN is 20-3818997.

EIN 20-3818997

Plan number 001

Plan year 2024

ACK ID 20250522130835NAL0002679937001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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