How big is BD Jeffries Inc.'s plan?

BD Jeffries Inc.'s plan reported $4.4M in assets and 12 participants for 2023.

Original filing (PDF)20250723124648NAL0004115345001

BD Jeffries Inc.

Name: BD Jeffries Inc. — BD Jeffries Inc. Profit Sharing, Form 5500 (2023)
Creator: BD Jeffries Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BD Jeffries Inc. Profit Sharing Plan

401(k) retirement plan · BD Jeffries Inc.'s BD Jeffries Inc. Profit Sharing Plan held $4.4M in plan assets for 12 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

Plan identifiers

BD Jeffries Inc.'s EIN is 58-0962769.

EIN 58-0962769

Plan number 001

Plan year 2023

ACK ID 20250723124648NAL0004115345001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for BD Jeffries Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

BD Jeffries Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

BD JEFFRIES INC

EIN

all filings

Address

3736B ROSWELL ROAD · ATLANTA, GA · 30342

Phone

(404) 231-3004

Industry

Retail Trade

Plan administrator