P 401(k) Plan Report

Stable plan record

R. JEFFREY & ASSOCIATES, INC. SAFE HARBOR 401(K) PLAN

Sponsored by R. JEFFREY & ASSOCIATES · EIN/PN 364279760-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$13,082
Administrative cost per participant
2025
$33
Active participants
2025
5
Total plan assets
2025
$1,225,742
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260602130146NAL00011945920015$13,082
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.