Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JEFFERSON BANK
EIN 74-2280207Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$87.5M assets
Welfare
0
Participants
829
1900 BROADWAY STREET STE 900 - SAN ANTONIO, TX 78215210-736-7799
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $87.5M assets / 829 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 BANCSHARES, INC. SEVENTH AMENDED AND RESTATED EMPLOYEES RETIREMENT PLAN & TRUST
TraditionalDB
Assets$44.1M
Participants374
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JEFFERSON BANCSHARES, INC. 401(K) PLAN
401k
Assets$43.4M
Participants455
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JEFFERSON BANCSHARES, INC. SEVENTH AMENDED AND RESTATED EMPLOYEES RETIREMENT PLAN & TRUST | TraditionalDB | $44.1M | 374 | 2024 | |
| 002 | JEFFERSON BANCSHARES, INC. 401(K) PLAN | 401k | $43.4M | 455 | 2024 |
Retirement plans