Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JEFFERSON VALLEY PHARMACY, INC.
EIN 03-0486309pharmaceuticalsLatest filing 2024
Plans
2
Retirement
2
$6.6M assets
Welfare
0
Participants
39
3693 HILL BLVD. - JEFFERSON VALLEY, NY 10535914-962-6553jvpharmacy.comLinkedIn11-50 employeespharmaceuticals
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.6M assets / 39 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
JEFFERSON VALLEY PHARMACY, INC. 401(K) PLAN
401k
Assets$5.1M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
JEFFERSON VALLEY PHARMACY CASH BALANCE PENSION PLAN
CashBalance
Assets$1.5M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JEFFERSON VALLEY PHARMACY, INC. 401(K) PLAN | 401k | $5.1M | 30 | 2024 | |
| 002 | JEFFERSON VALLEY PHARMACY CASH BALANCE PENSION PLAN | CashBalance | $1.5M | 9 | 2024 |
Retirement plans