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Original filing (PDF)20251014111234NAL0005633250001
THOMAS JEFFERSON FOUNDATION, INC
Form 5500
FILING_RECEIVED
THOMAS JEFFERSON FOUNDATION, INC 401(K) PLAN
401(k) retirement plan
Active participants
344
Accounts w/ balance
432
Plan assets (EOY)
$29.2M
Net assets (EOY)
$29.2M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (10 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THOMAS JEFFERSON FOUNDATION, INC.
Plan sponsor
Name
THOMAS JEFFERSON FOUNDATION, INC
EIN
54-0505959
Address
P O BOX 316 · CHARLOTTESVILLE, VA · 22902
Phone
(434) 984-9897
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | RECORD KEEPER | $6K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA, P.C. | 13-5381590 | — | NONE | $24K | — |
| RELIANCE TRUST COMPANY | 58-1428634 | — | NONE | $0 | — |
Investments
23 direct securities· $28.1M(96% of reported assets)
Uncategorized
$21.9M
22 holdings
Mutual Funds
$6.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * T. Rowe Price Funds Equity Index 500 | Mutual Funds | — | — | $6.2M | 21.3% | |
| T. Rowe Price Funds Retirement 2025 | — | — | — | $3.1M | 10.8% | |
| T. Rowe Price Funds Retirement 2040 | — | — | — | $2.9M | 10.0% | |
| T. Rowe Price Funds Retirement 2030 | — | — | — | $2.3M | 8.0% | |
| T. Rowe Price Funds Retirement 2050 | — | — | — | $1.9M | 6.7% | |
| T. Rowe Price Funds Capital Appreciation | — | — | — | $1.8M | 6.3% | |
| T. Rowe Price Funds Retirement 2035 | — | — | — | $1.6M | 5.3% | |
| T. Rowe Price Funds Retirement 2045 | — | — | — | $1.5M | 5.2% | |
| T. Rowe Price Funds Retirement 2055 | — | — | — | $1.1M | 3.9% | |
| T. Rowe Price Funds Retirement 2020 | — | — | — | $984K | 3.4% | |
| T. Rowe Price Funds Retirement Balanced | — | — | — | $823K | 2.8% | |
| T. Rowe Price Funds Mid-Cap Growth | — | — | — | $768K | 2.6% | |
| Dimensional Investments Large Cap Growth Stock | — | — | — | $763K | 2.6% | |
| T. Rowe Price Funds New Horizons | — | — | — | $708K | 2.4% | |
| T. Rowe Price Funds Retirement 2060 | — | — | — | $405K | 1.4% | |
| T. Rowe Price Funds Retirement 2015 | — | — | — | $298K | 1.0% | |
| T. Rowe Price Funds U.S. Bond Index | — | — | — | $271K | 0.9% | |
| TIAA-CREF Social Choice International Equity | — | — | — | $167K | 0.6% | |
| Fidelity Investments Long-Term Bond Index | — | — | — | $107K | 0.4% | |
| T. Rowe Price Funds Retirement 2065 | — | — | — | $86K | 0.3% | |
| T. Rowe Price Funds Retirement 2010 | — | — | — | $56K | 0.2% | |
| T. Rowe Price Funds Retirement 2005 | — | — | — | $25K | <0.1% | |
| Fidelity Investments Small Cap Index | — | — | — | $14K | <0.1% |