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Original filing (PDF)20251010105745NAL0012375776001
JEFFERSON PARTNERS, L.P.
Form 5500
FILING_RECEIVED
JEFFERSON PARTNERS 401(K) PLAN
401(k) retirement plan
Signals · 2
~86 bps in Sched C feesNo recordkeeper disclosed
Active participants
161
Accounts w/ balance
174
Plan assets (EOY)
$4.7M
Net assets (EOY)
$4.7M
How this plan invests
This plan
2 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 86 bps in Schedule C fees — 65% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JEFFERSON PARTNERS, L.P..
Plan sponsor
Name
JEFFERSON PARTNERS, L.P.
EIN
41-1724174
Address
2100 E. 26TH STREET · MINNEAPOLIS, MN · 55404
Phone
(612) 359-3422
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSOCIATED TRUST COMPANY, N.A. | 30-0219031 | — | NONE | $40K | — |
Investments
24 direct securities · 2 pooled funds· $4.7M(100% of reported assets)
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.
Uncategorized
$4.3M
24 holdings
Common Collective Trust
$393K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retire 2025 | — | — | — | $677K | 14.5% | |
| Sound Shore Sound Shore Fund | — | — | — | $620K | 13.3% | |
| Vanguard Index TR 500 Fund | — | — | — | $471K | 10.1% | |
| Goldman Sachs Mid Cap Value Fund R6 | — | — | — | $411K | 8.8% | |
| Vanguard Target Retire 2035 | — | — | — | $323K | 6.9% | |
| American Funds EuroPacific Growth Fund | — | — | — | $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 | — | — | — | $237K | 5.1% | |
| Vanguard Target Retire 2030 | — | — | — | $224K | 4.8% | |
| Vanguard Target Retire 2045 | — | — | — | $179K | 3.8% | |
| Virtus Ceredex Mid Value EQ | — | — | — | $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 | — | — | — | $129K | 2.7% | |
| American Funds Growth Fund of America Fund | — | — | — | $107K | 2.3% | |
| Vanguard Target Retire Income | — | — | — | $82K | 1.8% | |
| Vanguard Mid Cap Index Fund | — | — | — | $70K | 1.5% | |
| Vanguard Target Retire 2055 | — | — | — | $58K | 1.2% | |
| Vanguard Target Retire 2050 | — | — | — | $47K | 1.0% | |
| Vanguard Target Retire 2040 | — | — | — | $44K | 0.9% | |
| Templeton Global Bond Fund R6 | — | — | — | $44K | 0.9% | |
| Vanguard Target Retire 2060 | — | — | — | $37K | 0.8% | |
| Vanguard Small Cap Index Fund | — | — | — | $32K | 0.7% | |
| Royce Funds Pennsylvania Fund | — | — | — | $22K | 0.5% | |
| Dodge & Cox International Stock Fund | — | — | — | $18K | 0.4% | |
| Vanguard Target Retire 2065 | — | — | — | $14K | 0.3% | |
| T. Rowe Price Short Term Bond Fund | — | — | — | $10K | 0.2% |
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