Jefferson Gulf Coast Management LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Jefferson Gulf Coast Management LLC
  • Sponsor EIN: 471534743
  • Sponsor Address: 811 LOUISIANA SUITE 2300, HOUSTON, TX, 77002
  • Plan Type: 401(k)
  • Total Participants: 130
  • Total Assets: $8.6M

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: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024130$8.6M$776,295$1.3M
2023116$6.3M$744,395$1.2M
202280$3.3M$365,403$523,861

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