How big is Jefferson Bancshares, Inc.'s plan?

Jefferson Bancshares, Inc.'s plan reported $43.4M in assets and 400 participants for 2024.

Original filing (PDF)20251015125251NAL0009673762001

Jefferson Bancshares, Inc.

Name: Jefferson Bancshares, Inc. — Jefferson Bancshares, Form 5500 (2024)
Creator: Jefferson Bancshares, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Jefferson Bancshares, Inc. 401(k) Plan

401(k) retirement plan · Jefferson Bancshares, Inc.'s Jefferson Bancshares, Inc. 401(k) Plan held $43.4M in plan assets for 400 participants in 2024, with Fidelity as recordkeeper.

Active participants

400

Accounts w/ balance

438

Plan assets (EOY)

$43.4M

Net assets (EOY)

$43.4M

People on this filing

Tammy Elmore signed Jefferson Bancshares, Inc.'s 2024 Form 5500 as plan administrator.

Tammy Elmore — 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

Jefferson Bancshares, Inc.'s EIN is 74-2280207.

EIN 74-2280207

Plan number 002

Plan year 2024

ACK ID 20251015125251NAL0009673762001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jefferson Bancshares, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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How this plan invests

This plan

25 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (89th percentile).

Plan sponsor

Name

JEFFERSON BANCSHARES, INC.

EIN

all filings

Address

1900 BROADWAY · SUITE 900 · SAN ANTONIO, TX · 78215

Phone

(210) 734-4311

Industry

Commercial Banking· Finance & Insurance

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

2J · 401(k) feature

2K · 401(m) arrangement

3H · Sponsor in controlled / affiliated group

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

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$9K	—

Investments

25 direct securities· $43.4M(100% of reported assets)

Other securities

$27.8M

11 holdings

Mutual Funds

$6.6M

11 holdings

Common Collective Trusts

$4.6M

1 holding

Common Stocks

$3.4M

1 holding

Bonds / Notes

$971K

1 holding

					% of plan
State Street Global Advisors State Street Target Retirement 2025 - Class K	Other securities	—	—	$5.8M	13.3%
State Street Global Advisors State Street Target Retirement 2030 - Class K	Other securities	—	—	$5.3M	12.2%
Fidelity Investments Fidelity 500 Index	Common Collective Trusts	—	—	$4.6M	10.7%
State Street Global Advisors State Street Target Retirement 2040 - Class K	Other securities	—	—	$4.1M	9.5%
Standard Insurance Company The Standard’s Stable Asset Fund	Common Stocks	—	—	$3.4M	7.8%
State Street Global Advisors State Street Target Retirement 2045 - Class K	Other securities	—	—	$3.1M	7.2%
State Street Global Advisors State Street Target Retirement 2050 - Class K	Other securities	—	—	$3.0M	7.0%
State Street Global Advisors State Street Target Retirement 2035 - Class K	Other securities	—	—	$3.0M	6.9%
Dimensional Fund Advisors DFA US Large Cap Growth Institutional	Mutual Funds	—	—	$2.2M	5.0%
State Street Global Advisors State Street Target Retirement 2055 - Class K	Other securities	—	—	$1.2M	2.7%
State Street Global Advisors State Street Target Retirement K Fund	Other securities	—	—	$1.2M	2.7%
Fidelity Investments Fidelity Mid Cap Index	Mutual Funds	—	—	$1.1M	2.5%
Participants Notes receivable from participants (interest rates of 4.25% to 9.25%; maturing through 2031)	Bonds / Notes	—	—	$971K	2.2%
MFS Investment Management MFS Value R6	Mutual Funds	—	—	$780K	1.8%
Fidelity Investments Fidelity Small Cap Growth Index	Mutual Funds	—	—	$527K	1.2%
Fidelity Investments Fidelity International Index	Mutual Funds	—	—	$482K	1.1%
State Street Global Advisors State Street Target Retirement 2060 - Class K	Other securities	—	—	$455K	1.0%
Dimensional Fund Advisors DFA U.S. Targeted Value I Portfolio*	Mutual Funds	—	—	$414K	1.0%
Fidelity Investments Fidelity Total Bond K6	Mutual Funds	—	—	$363K	0.8%
State Street Global Advisors State Street Target Retirement 2065 - Class K	Other securities	—	—	$353K	0.8%
State Street Global Advisors State Street Target Retirement 2020 - Class K	Other securities	—	—	$334K	0.8%
Fidelity Investments Fidelity US Bond Index	Mutual Funds	—	—	$271K	0.6%
Pimco Income Institutional	Mutual Funds	—	—	$232K	0.5%
Fidelity Investments Fidelity Emerg Mkts Index Fd Inst Pre	Mutual Funds	—	—	$170K	0.4%
Dimensional Fund Advisors DFA Real Estate Securities Portfolio Institutional	Mutual Funds	—	—	$94K	0.2%