# Jefferson Consulting Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/jefferson-consulting-group-llc-401k-plan

> Jefferson Consulting Group, LLC's 401(k) plan: 233 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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