Original filing (PDF)20250723124648NAL0004115345001

BD JEFFRIES INC

Name: BD JEFFRIES INC — BD JEFFRIES INC PROFIT SHARING PLAN, Form 5500 (2023)
Creator: BD JEFFRIES INC

Form 5500-SF

FILING_RECEIVED

BD JEFFRIES INC PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BD JEFFRIES INC.

Plan sponsor

Name

BD JEFFRIES INC

EIN

58-0962769

Address

3736B ROSWELL ROAD · ATLANTA, GA · 30342

Phone

(404) 231-3004

Industry

Retail Tradesee all

Plan administrator

Name

BD JEFFRIES INC

EIN

58-0962769

City

ATLANTA, GA

Phone

(404) 231-3004

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-12-01

Tax period

2024-11-30

Filed

2025-07-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

Service providers (Schedule C)

Small plans don't disclose service providers

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