Thomas Jefferson Foundation, Inc 401(k) Plan
Sponsored by Thomas Jefferson Foundation, Inc · EIN 540505959 · Plan #002
- Total assets
- $29.2M
- Net assets
- $29.2M
- Active participants
- 344
- With balances
- 432
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bdo Usa, P.C. | Accounting | $24,000 |
| T. Rowe Price Rps, Inc. | Recordkeeping, Other services, Direct payment from the plan | $6,375 |
| Reliance Trust Company | Trustee (directed) | $0 |