Plan Snapshot
- Plan Sponsor: Jefferson Consulting Group, LLC
- Sponsor EIN: 522133838
- Sponsor Address: 1666 K STREET NW SUITE 1110, WASHINGTON, DC, 20006
- Plan Type: 401(k)
- Total Participants: 233
- Total Assets: $10.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 233 | $10.5M | $682,625 | $1.5M |
| 2023 | 178 | $7.4M | $491,738 | $1.1M |
| 2022 | 128 | $5.4M | $382,755 | $824,655 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| APRIO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- APRIO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $62,595 | $41,710 | — | — | — |
| 2023 | $43,519 | $16,342 | — | — | — |
| 2022 | $20,863 | $18,343 | $2,520 | — | — |