Steven Woelfel signed Jefferson Partners, L.P.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jefferson Partners, L.P.'s EIN is 41-1724174.
Download the official 2024 Form 5500 (PDF) for Jefferson Partners, L.P. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jefferson Partners, L.P.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSOCIATED TRUST COMPANY, N.A. | 30-0219031 | — | NONE | $40K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retire 2025 | Mutual Funds | — | — | $677K | 14.5% | |
| Sound Shore Sound Shore Fund | Other securities | — | — | $620K | 13.3% | |
| Vanguard Index TR 500 Fund | Mutual Funds | — | — | $471K | 10.1% | |
| Goldman Sachs Mid Cap Value Fund R6 | Other securities | — | — | $411K | 8.8% | |
| Vanguard Target Retire 2035 | Mutual Funds | — | — | $323K | 6.9% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $276K | 5.9% | |
| MONEY MARKET COMMON TRUST FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 52-7241044 / PN 001 | Common Collective Trust | — | — | $254K | 5.4% | |
| Vanguard Target Retire 2020 | Mutual Funds | — | — | $237K | 5.1% | |
| Vanguard Target Retire 2030 | Mutual Funds | — | — | $224K | 4.8% | |
| Vanguard Target Retire 2045 | Mutual Funds | — | — | $179K | 3.8% | |
| Virtus Ceredex Mid Value EQ | Other securities | — | — | $139K | 3.0% | |
| ASSOCIATED CORE BOND FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 90-0186734 / PN 001 | Common Collective Trust | — | — | $138K | 3.0% | |
| Wasatch Small Cap Growth Fund | Other securities | — | — | $129K | 2.7% | |
| American Funds Growth Fund of America Fund | Mutual Funds | — | — | $107K | 2.3% | |
| Vanguard Target Retire Income | Mutual Funds | — | — | $82K | 1.8% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $70K | 1.5% | |
| Vanguard Target Retire 2055 | Mutual Funds | — | — | $58K | 1.2% | |
| Vanguard Target Retire 2050 | Mutual Funds | — | — | $47K | 1.0% | |
| Vanguard Target Retire 2040 | Mutual Funds | — | — | $44K | 0.9% | |
| Templeton Global Bond Fund R6 | Mutual Funds | — | — | $44K | 0.9% | |
| Vanguard Target Retire 2060 | Mutual Funds | — | — | $37K | 0.8% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $32K | 0.7% | |
| Royce Funds Pennsylvania Fund | Other securities | — | — | $22K | 0.5% | |
| Dodge & Cox International Stock Fund | Mutual Funds | — | — | $18K | 0.4% | |
| Vanguard Target Retire 2065 | Mutual Funds | — | — | $14K | 0.3% | |
| T. Rowe Price Short Term Bond Fund | Other securities | — | — | $10K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
