How big is Jefferson Group LLC's plan?

Jefferson Group LLC's plan reported $69K in assets and 21 participants for 2025.

Original filing (PDF)20260424220641NAL0006166753045

Jefferson Group LLC

Name: Jefferson Group LLC — Jefferson Group LLC 401(k), Form 5500 (2025)
Creator: Jefferson Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jefferson Group LLC 401(k) Plan

401(k) retirement plan · Jefferson Group LLC's Jefferson Group LLC 401(k) Plan held $69K in plan assets for 21 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$69K

Net assets (EOY)

$69K

Plan identifiers

Jefferson Group LLC's EIN is 27-2572787.

EIN 27-2572787

Plan number 001

Plan year 2025

ACK ID 20260424220641NAL0006166753045

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jefferson Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jefferson Group 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 GROUP LLC.

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Plan health score

Above-average plan

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

Knocking points off