How big is Alexander Dubose & Jefferson LLP's plan?

Alexander Dubose & Jefferson LLP's plan reported $17.9M in assets and 28 participants for 2024.

Original filing (PDF)20250717162418NAL0001123970001

Alexander Dubose & Jefferson LLP

Name: Alexander Dubose & Jefferson LLP — Alexander Dubose, Form 5500 (2024)
Creator: Alexander Dubose & Jefferson LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Alexander Dubose & Jefferson LLP 401(k) Plan

401(k) retirement plan · Alexander Dubose & Jefferson LLP's Alexander Dubose & Jefferson LLP 401(k) Plan held $17.9M in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$17.9M

Net assets (EOY)

$17.9M

People on this filing

Anne Bergen signed Alexander Dubose & Jefferson LLP's 2024 Form 5500 as plan administrator.

Anne Bergen — 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

Alexander Dubose & Jefferson LLP's EIN is 56-2356523.

EIN 56-2356523

Plan number 001

Plan year 2024

ACK ID 20250717162418NAL0001123970001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Alexander Dubose & Jefferson LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Alexander Dubose & Jefferson LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALEXANDER DUBOSE & JEFFERSON LLP.

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Plan health score

Top-tier plan health

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

Helping the score