Jefferson Consulting Group Llc 401(k) Ps Plan
Sponsored by Jefferson Consulting Group, Llc · EIN 522133838 · Plan #001
- Total assets
- $10.5M
- Net assets
- $10.5M
- Active participants
- 233
- With balances
- 220
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| The Capital Group Investment Advisors Inc CRD 129615 | fuzzy_auto · 99% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Capital Group Investment Adviso | Investment advisory (plan) | $37,876 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $20,885 |
| Empower Advisory Group, Llc | Investment management | $3,834 |