How big is Jefferson Enterprise Management LLC's plan?

Jefferson Enterprise Management LLC's plan reported $345K in assets and 14 participants for 2024.

Original filing (PDF)20250707152847NAL0003359985001

Jefferson Enterprise Management LLC

Name: Jefferson Enterprise Management LLC — JEM 401(k), Form 5500 (2024)
Creator: Jefferson Enterprise Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JEM 401(k) Plan

401(k) retirement plan · Jefferson Enterprise Management LLC's JEM 401(k) Plan held $345K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$345K

Net assets (EOY)

$345K

People on this filing

Wendi Newton signed Jefferson Enterprise Management LLC's 2024 Form 5500 as plan administrator.

Wendi Newton — 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 Enterprise Management LLC's EIN is 83-2635946.

EIN 83-2635946

Plan number 001

Plan year 2024

ACK ID 20250707152847NAL0003359985001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Jefferson Enterprise Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 ENTERPRISE MANAGEMENT LLC.

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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