Januarie LOYD signed Jefferson Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jefferson Bank's EIN is 74-2280207.
Download the official 2024 Form 5500 (PDF) for Jefferson Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jefferson Bank's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SPDR Portfolio S&P 500 ETF | Common Collective Trusts | — | $11.5M | $12.9M | 29.3% | |
| VictoryShares Core Plus Intermediate Bond ETF | Other securities | — | $11.2M | $11.2M | 25.5% | |
| Janus Henderson AAA CLO ETF | Structured Credit (CLO/ABS) | — | $6.6M | $6.6M | 15.0% | |
| Artisan International Value Fund Institutional Sha | Other securities | — | $3.5M | $3.3M | 7.5% | |
| Artisan High Income Fd Class Instl | Other securities | — | $2.5M | $2.5M | 5.7% | |
| Cliffwater Corporate Lending Fund Corp Lndng Class | Common Stocks | — | $2.4M | $2.4M | 5.4% | |
| Cliffwater Enhanced Lending I | Other securities | — | $2.4M | $2.4M | 5.3% | |
| SPDR Portfolio S&P 400 Mid Cap ETF | Other securities | — | $1.1M | $1.1M | 2.5% | |
| Virtus KAR Small-Cap Core Fund CL I | Other securities | — | $1.0M | $1.1M | 2.5% | |
| Fidelity Investments Money Market Government Portfolio I | Mutual Funds | — | $509K | $509K | 1.2% | |
| Fannie Mae Pool #AI9033 due June 25, 2026 | Agency / Mortgage-Backed | — | $4K | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
