JEFFERY S. ADAIR DBA AMERIPRISE FINANCIAL SERVICES, INC.
Form 5500-SF
FILING_RECEIVED
THE JEFFERY S. ADAIR 401(K) AND PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
High average account balance
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$869K
Net assets (EOY)
$869K
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
88
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEFFERY S. ADAIR DBA AMERIPRISE FINANCIAL SERVICES, INC..
Plan sponsor
Name
JEFFERY S. ADAIR DBA AMERIPRISE FINANCIAL SERVICES, INC.
EIN
74-3235923
Address
3201 JERMANTOWN ROAD, SUITE 575 · FAIRFAX, VA · 22030
