How big is Jeffcoat & Jeffcoat LLC's plan?

Jeffcoat & Jeffcoat LLC's plan reported $119K in assets and 44 participants for 2024.

Original filing (PDF)20250612131248NAL0047783170001

Jeffcoat & Jeffcoat LLC

Name: Jeffcoat & Jeffcoat LLC — Jeffcoat & Jeffcoat, Form 5500 (2024)
Creator: Jeffcoat & Jeffcoat LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jeffcoat & Jeffcoat Insurance 401(k) Plan

401(k) retirement plan · Jeffcoat & Jeffcoat LLC's Jeffcoat & Jeffcoat Insurance 401(k) Plan held $119K in plan assets for 44 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$119K

Net assets (EOY)

$119K

People on this filing

Brandon Jeffcoat signed Jeffcoat & Jeffcoat LLC's 2024 Form 5500 as plan administrator.

Brandon Jeffcoat — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Jeffcoat & Jeffcoat LLC's EIN is 47-5620846.

EIN 47-5620846

Plan number 001

Plan year 2024

ACK ID 20250612131248NAL0047783170001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jeffcoat & Jeffcoat LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jeffcoat & Jeffcoat LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEFFCOAT & JEFFCOAT 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