Original filing (PDF)20250729095334NAL0001491843001

THE JEFFRIES FAMILY OFFICE LLC

Name: THE JEFFRIES FAMILY OFFICE LLC — THE JEFFRIES FAMILY OFFICE LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: THE JEFFRIES FAMILY OFFICE LLC

Form 5500-SF

FILING_RECEIVED

THE JEFFRIES FAMILY OFFICE LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$666K

Net assets (EOY)

$666K

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 average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE JEFFRIES FAMILY OFFICE LLC.

Plan sponsor

Name

THE JEFFRIES FAMILY OFFICE LLC

EIN

20-4133428

Address

3000 E MAIN ST STE B367 · COLUMBUS, OH · 432093717

Phone

(614) 458-1630

Industry