# Jefferson Partners, L.P. 401(k) Plan
Source: https://planprovider.pro/companies/jefferson-partners-l-p-401k-plan

> Jefferson Partners, L.P.'s 401(k) plan: 161 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jefferson Partners, L.P.

- **Sponsor EIN:** 411724174

- **Sponsor Address:** 2100 E. 26TH STREET, MINNEAPOLIS, MN, 55404

- **Plan Type:** 401(k)

- **Total Participants:** 161

- **Total Assets:** $4.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|161|$4.7M|$123,244|$329,903|

| 2023|158|$4.2M|$102,786|$286,659|

| 2022|161|$3.3M|$89,333|$271,458|

## 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|

| EISNERAMPER LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [EISNERAMPER LLP](https://planprovider.pro/provider/eisneramper-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|$40,190|$27,808|—|—|—|

| 2023|$34,078|$23,627|—|—|—|

| 2022|$32,243|$29,237|—|—|—|

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