Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JEFFREY WEALTH MANAGEMENT, INC.
EIN 27-1555679insuranceLatest filing 2024
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
4
2250 MURRELL ROAD, SUITE A - LYNCHBURG, VA 24501434-509-4402jeffreywealth.comLinkedIn1-10 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.0M assets / 4 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#002
JEFFREY WEALTH MANAGEMENT CASH BALANCE PLAN
CashBalance
Assets$507K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JEFFREY WEALTH MANAGEMENT 401(K) PLAN
401k
Assets$506K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JEFFREY WEALTH MANAGEMENT CASH BALANCE PLAN | CashBalance | $507K | 2 | 2024 | |
| 001 | JEFFREY WEALTH MANAGEMENT 401(K) PLAN | 401k | $506K | 2 | 2024 |
Retirement plans