Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#001)$48.1M
Filings through .
Jefferson Bancshares, Inc.
EIN 74-2280207Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$98.9M assets
Health & Benefits
0
Participants
825
1900 BROADWAY STREET STE 900 - SAN ANTONIO, TX 78215210-736-7799
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $98.9M assets / 825 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
JEFFERSON BANCSHARES, INC. 401(K) PLAN
401(k)
Assets$50.8M
Participants460
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
JEFFERSON BANCSHARES, INC. SEVENTH AMENDED AND RESTATED EMPLOYEES RETIREMENT PLAN & TRUST
Traditional DB
Assets$48.1M
Participants365
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | JEFFERSON BANCSHARES, INC. 401(K) PLAN | 401(k) | $50.8M | 460 | 2025 |
| #001 | JEFFERSON BANCSHARES, INC. SEVENTH AMENDED AND RESTATED EMPLOYEES RETIREMENT PLAN & TRUST | Traditional DB | $48.1M | 365 | 2025 |
- #002 · 401(k) · 2025460
- #001 · Traditional DB · 2025365
Retirement plans