Sponsor portfolio
THE JEFFRIES FAMILY OFFICE LLC
EIN 20-4133428ManufacturingLatest filing 2025
Plans
2
Retirement
1
$559K assets
Welfare
1
Participants
7
3000 E MAIN ST STE B367 - COLUMBUS, OH 432093717614-458-1630
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE JEFFRIES FAMILY OFFICE LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$559K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
THE JEFFRIES FAMILY OFFICE SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE JEFFRIES FAMILY OFFICE LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $559K | 5 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE JEFFRIES FAMILY OFFICE SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans