· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JEFFERSON SCHOLARS FOUNDATION — JEFFERSON SCHOLARS FOUNDATION 401K RETREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250714153906NAL0001228177001
JEFFERSON SCHOLARS FOUNDATION
Form 5500-SF
FILING_RECEIVED
JEFFERSON SCHOLARS FOUNDATION 401K RETREMENT PLAN
401(k) retirement plan
Active participants
24
Accounts w/ balance
30
Plan assets (EOY)
$6.4M
Net assets (EOY)
$6.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JEFFERSON SCHOLARS FOUNDATION
.
Find decision makers
Plan sponsor
Name
JEFFERSON SCHOLARS FOUNDATION
EIN
31-1755873
Address
112 CLARKE COURT · CHARLOTTESVILLE, VA · 22903
Phone
(434) 243-9000
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
RACE FORWARD
RACE FORWARD 403(B) PLAN
$6.4M · 96 participants
SHEET METAL WORKERS INT'L ASSOC LOCAL UNION NO. 73
SHEET METAL WORKERS LOCAL NO. 73 OFFICER & STAFF RETIREMENT FUND
$6.4M · 17 participants
FATHER BILL'S & MAINSPRING, INC.
FATHER BILL'S & MAINSPRING, INC. 401(K) PLAN
$6.4M · 316 participants
AMERICANS UNITED FOR SEPARATION OF CHURCH & STATE
AMERICANS UNITED FOR SEPARATION OF CHURCH & STATE 401(K) PLAN
$6.4M · 44 participants
THE ARC MINNESOTA, INC.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
401(K) PROFIT SHARING PLAN OF THE ARC MINNESOTA, INC.
$6.4M · 67 participants
CALIFORNIA RURAL INDIAN HEALTH BOARD, INC.
CRIHB 401(K) PROFIT SHARING PLAN
$6.4M · 86 participants
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B
