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

Form 5500-SF

FILING_RECEIVED

JRC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JEFFERSON RIVER CAPITAL, LLC.

Plan sponsor

Name

JEFFERSON RIVER CAPITAL, LLC

EIN

81-3820238

Address

1330 AVENUE OF AMERICAS · NEW YORK, NY · 10019

Phone

(212) 805-8111

Industry

Finance & Insurancesee all

Plan administrator

Name

SBSF

EIN

27-3232902

City

DULUTH, GA

Phone

—

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-30

Pension benefit codes

2K · 401(m) arrangement

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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