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Sponsor portfolio

JEFFCO

EIN 92-0135641-Administrative and Support and Waste Management and Remediation Services-Latest filing 2024
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
100
P.O. BOX 190951 - ANCHORAGE, AK 99519907-344-9999
Plans on this EIN
2 filings
#002CashBalance-$1.0M - 5 part#001ProfitSharing-$646K - 95 part

Retirement portfolio analytics

2 plans aggregated / $1.7M assets / 100 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • CASH BALANCE PLAN (#002)62%
  • PROFIT SHARING PLAN (#001)38%
Total $1.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)95
  • CASH BALANCE PLAN (#002)5
Total 100Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

JEFFCO CASH BALANCE PLAN

CashBalance

Assets$1.0M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

JEFFCO PROFIT SHARING PLAN

ProfitSharing

Assets$646K
Participants95
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002JEFFCO CASH BALANCE PLANCashBalance$1.0M52024
001JEFFCO PROFIT SHARING PLANProfitSharing$646K952024
Retirement plans
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