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Original filing (PDF)20250909095347NAL0033506048001
JEFFERSON CONSULTING GROUP, LLC
Form 5500
FILING_RECEIVED
JEFFERSON CONSULTING GROUP LLC 401(K) PS PLAN
401(k) retirement plan
Active participants
233
Accounts w/ balance
220
Plan assets (EOY)
$10.5M
Net assets (EOY)
$10.5M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 60 bps in Schedule C fees — 105% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JEFFERSON CONSULTING GROUP, LLC.
Plan sponsor
Name
JEFFERSON CONSULTING GROUP, LLC
EIN
52-2133838
Address
1666 K STREET NW SUITE 1110 · WASHINGTON, DC · 20006
Phone
(410) 279-1746
Industry
Custom Computer Programming· Professional & Technical Servicessee 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
2025-09-09
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
APRIO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $21K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE CAPITAL GROUP INVESTMENT ADVISO | — | BETHESDA, MD | INVESTMENT ADVISOR | $38K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
Investments
30 direct securities· $10.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund NR | — | — | — | $1.2M | 11.5% | |
| American Funds 2030 Target Date Retirement Fund Mutual Fund NR | — | — | — | $915K | 8.7% | |
| American Funds 2035 Target Date Retirement Fund Mutual Fund NR | — | — | — | $876K | 8.3% | |
| American Funds 2055 Target Date Retirement Fund Mutual Fund NR | — | — | — | $814K | 7.8% | |
| American Funds 2050 Target Date Retirement Fund Mutual Fund NR | — | — | — | $696K | 6.6% | |
| Fidelity U.S. Bond Index Fund Mutual Fund NR | — | — | — | $682K | 6.5% | |
| American Funds 2040 Target Date Retirement Fund Mutual Fund NR | — | — | — | $619K | 5.9% | |
| Fidelity Total Mark Index Fund Mutual Fund NR | — | — | — | $563K | 5.4% | |
| MFS International Equity Fund Mutual Fund NR | — | — | — | $513K | 4.9% | |
| Empower Trust Company, LLC and Empower Annuity Insurance Company of America AB Large Cap Growth Fund Mutual Fund NR | — | — | — | $512K | 4.9% | |
| American Funds 2045 Target Date Retirement Fund Mutual Fund NR | — | — | — | $329K | 3.1% | |
| PGIM High Yield Fund Mutual Fund NR | — | — | — | $323K | 3.1% | |
| Invesco Discovery Mid Cap Growth Fund Mutual Fund NR | — | — | — | $288K | 2.7% | |
| American Funds 2025 Target Date Retirement Fund Mutual Fund NR | — | — | — | $244K | 2.3% | |
| Fidelity Mid Cap Index Fund Mutual Fund NR | — | — | — | $242K | 2.3% | |
| PIMCO RAE US Small Fund Mutual Fund NR | — | — | — | $242K | 2.3% | |
| Various, bearing interest from * Participant loans 7.50% - 9.50% - | — | — | — | $213K | 2.0% | |
| MassMutual Small Cap Opportunities Fund Mutual Fund NR | — | — | — | $210K | 2.0% | |
| Fidelity Emerging Markets Fund Mutual Fund NR | — | — | — | $199K | 1.9% | |
| Hartford Dividend and Growth Fund Mutual Fund NR | — | — | — | $173K | 1.6% | |
| BlackRock Mid-Cap Value Fund Mutual Fund NR | — | — | — | $144K | 1.4% | |
| Empower Investments Fixed Account Guaranteed Investment Contract NR | — | — | — | $91K | 0.9% | |
| American Century Small Cap Growth Fund Mutual Fund NR | — | — | — | $89K | 0.8% | |
| American Funds 2060 Target Date Retirement Fund Mutual Fund NR | — | — | — | $79K | 0.8% | |
| American Funds 2015 Target Date Retirement Fund Mutual Fund NR | — | — | — | $68K | 0.6% | |
| American Funds 2065 Target Date Retirement Fund Mutual Fund NR | — | — | — | $56K | 0.5% | |
| DFA Real Estate Securities Fund Mutual Fund NR | — | — | — | $47K | 0.4% | |
| MetLife Stable Value Fund Collective Trust Fund NR | — | — | — | $26K | 0.2% | |
| American Funds 2020 Target Date Retirement Fund Mutual Fund NR | — | — | — | $25K | 0.2% | |
| PIMCO International Bond Fund Mutual Fund NR | — | — | — | $23K | 0.2% |
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