Original filing (PDF)20250422221034NAL0004931233038

ANTHONY B JEFFRIES & ASSOCIATES, LLC

Name: ANTHONY B JEFFRIES & ASSOCIATES, LLC — ANTHONY B JEFFRIES & ASSOCIATES 401(K) PLAN, Form 5500 (2024)
Creator: ANTHONY B JEFFRIES & ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

ANTHONY B JEFFRIES & ASSOCIATES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$13K

Net assets (EOY)

$13K

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ANTHONY B JEFFRIES & ASSOCIATES, LLC.

Plan sponsor

Name

ANTHONY B JEFFRIES & ASSOCIATES, LLC

EIN

46-1160134all filings

Address

520 LOS RANCHOS RD NW OFC · LOS RANCHOS, NM · 87107

Phone

(505) 250-8901

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator