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JEFFRIES MANAGEMENT, INC. 401K — JEFFRIES MANAGEMENT, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250808090459NAL0006193872001
JEFFRIES MANAGEMENT, INC. 401K
Form 5500-SF
FILING_RECEIVED
JEFFRIES MANAGEMENT, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
165
Accounts w/ balance
19
Plan assets (EOY)
$36K
Net assets (EOY)
$36K
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JEFFRIES MANAGEMENT, INC. 401K
.
Find decision makers
Plan sponsor
Name
JEFFRIES MANAGEMENT, INC. 401K
EIN
88-1066638
Address
308 NORTH LINK LANE · FORT COLLINS, CO · 80524
Phone
(970) 493-6335
Industry
Plumbing, Heating, AC Contractors
· Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2024-12-31
Filed
2025-08-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Plumbing, Heating, AC Contractors plans
THERMAL DYNAMICS INC
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$36K · 7 participants
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PREFERRED PENSION ALLIANCE MULTIPLE EMPLOYER PLAN
$37K · 5 participants
OHANA PLUMBING & HOME REPAIRS
OHANA PLUMBING & HOME REPAIRS 401(K)
$37K · 1 participants
YORBA LINDA AIR CONDITIONING INC.
YORBA LINDA AIR CONDITIONING INC. 401(K) PLAN
$37K · 3 participants
65
Knocking points off
No independent qualified public accountant (IQPA) named.
Only 12% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
WILLIAM G. IAFE, INC.
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