Original filing (PDF)20250707152847NAL0003359985001

JEFFERSON ENTERPRISE MANAGEMENT LLC

Name: JEFFERSON ENTERPRISE MANAGEMENT LLC — JEM 401(K) PLAN, Form 5500 (2024)
Creator: JEFFERSON ENTERPRISE MANAGEMENT LLC

Form 5500-SF

FILING_RECEIVED

JEM 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$345K

Net assets (EOY)

$345K

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

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

JEFFERSON ENTERPRISE MANAGEMENT LLC

EIN

83-2635946all filings

Address

9595 SIX PINES DRIVE, STE 6370 · THE WOODLANDS, TX · 77380

Phone

(281) 466-3756

Industry

Professional & Technical Servicessee all

Plan administrator