How big is The Jeffrey Foundation's plan?

The Jeffrey Foundation's plan reported $283K in assets and 8 participants for 2024.

Original filing (PDF)20250527172140NAL0004073427001

The Jeffrey Foundation

Name: The Jeffrey Foundation — The Jeffrey Foundation, Form 5500 (2024)
Creator: The Jeffrey Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Jeffrey Foundation 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · The Jeffrey Foundation's The Jeffrey Foundation 401(k) Profit Sharing Plan and Trust held $283K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$283K

Net assets (EOY)

$283K

People on this filing

Veronica Solano signed The Jeffrey Foundation's 2024 Form 5500 as plan administrator.

Veronica Solano — 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

The Jeffrey Foundation's EIN is 23-7208851.

EIN 23-7208851

Plan number 001

Plan year 2024

ACK ID 20250527172140NAL0004073427001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Jeffrey Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Jeffrey Foundation'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 THE JEFFREY FOUNDATION.

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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 (99th percentile).

Plan sponsor

Name

THE JEFFREY FOUNDATION

EIN

all filings

Address

5443 W WASHINGTON BLVD · LOS ANGELES, CA · 90016

Phone

(323) 965-7536

Industry

Health Care & Social Assistance

Plan administrator