How big is Jeffersonlarsonsmith, LLC DBA CU's plan?

Jeffersonlarsonsmith, LLC DBA CU's plan reported $1.4M in assets and 9 participants for 2024.

Original filing (PDF)20250528055426NAL0017026498001

Jeffersonlarsonsmith, LLC DBA CU

Name: Jeffersonlarsonsmith, LLC DBA CU — Jeffersonlarsonsm, Form 5500 (2024)
Creator: Jeffersonlarsonsmith, LLC DBA CU
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jeffersonlarsonsmith, LLC DBA Culturesync 401(k) Plan

401(k) retirement plan · Jeffersonlarsonsmith, LLC DBA CU's Jeffersonlarsonsmith, LLC DBA Culturesync 401(k) Plan held $1.4M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Jack Bennett signed Jeffersonlarsonsmith, LLC DBA CU's 2024 Form 5500 as plan administrator.

Jack Bennett — 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

Jeffersonlarsonsmith, LLC DBA CU's EIN is 20-5896896.

EIN 20-5896896

Plan number 001

Plan year 2024

ACK ID 20250528055426NAL0017026498001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Jeffersonlarsonsmith, LLC DBA CU'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 JEFFERSONLARSONSMITH, LLC DBA CU.

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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