How big is Jefferson River Capital, LLC's plan?

Jefferson River Capital, LLC's plan reported $1.3M in assets and 18 participants for 2024.

Original filing (PDF)20250430153308NAL0004223330001

Jefferson River Capital, LLC

Name: Jefferson River Capital, LLC — JRC 401(k) Plan, Form 5500 (2024)
Creator: Jefferson River Capital, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JRC 401(k) Plan

401(k) retirement plan · Jefferson River Capital, LLC's JRC 401(k) Plan held $1.3M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

VU TRAN signed Jefferson River Capital, LLC's 2024 Form 5500 as plan administrator.

VU TRAN — 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 River Capital, LLC's EIN is 81-3820238.

EIN 81-3820238

Plan number 001

Plan year 2024

ACK ID 20250430153308NAL0004223330001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Jefferson River Capital, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEFFERSON RIVER CAPITAL, LLC.

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Plan health score

Above-average plan

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

Knocking points off