Jeffrey Fiduciary Company

Donald M. Mykrantz Registered Agent	132 W NEWTON ST, BOSTON, MA 02118
Kerry J. Houghton CEO	140 E TOWN ST STE 1400, COLUMBUS, OH 43215
Kerry J. Houghton President	140 E TOWN ST STE 1400, COLUMBUS, OH 43215
William A. Harris Director	140 E TOWN ST STE 1400, COLUMBUS, OH 43215 (View Past Addresses)
Andrew H. Briggs Director	140 E TOWN ST STE 1400, COLUMBUS, OH 43215 (View Past Addresses)
Yvette Mcgee Brown Director	140 E TOWN ST STE 1400, COLUMBUS, OH 43215
Andrew D. Jeffrey Director	140 E TOWN ST STE 1400, COLUMBUS, OH 43215 (View Past Addresses)
Elizabeth J. Balderston Director	140 E TOWN ST STE 1400, COLUMBUS, OH 43215 (View Past Addresses)
Kerry J. Houghton Director	140 E TOWN ST STE 1400, COLUMBUS, OH 43215
Morgan M. Andreae Director	140 E TOWN ST STE 1400, COLUMBUS, OH 43215

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Form 5500

140 E Town ST STE 1400, Columbus, Oh 43215 (614) 221-1916 EIN:45-2315463 Plan Admin:Robert Wagner

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameJEFFREY FIDUCIARY COMPANY 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY9 / 10 Assets BOY/EOY$3,277,083 / $2,722,053	2023	JEFFREY FIDUCIARY COMPANY 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	9 / 10	$3,277,083 / $2,722,053
2022	Plan NameJEFFREY FIDUCIARY COMPANY 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY10 / 9 Assets BOY/EOY$5,050,973 / $3,277,083	2022	JEFFREY FIDUCIARY COMPANY 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	10 / 9	$5,050,973 / $3,277,083
2021	Plan NameJEFFREY FIDUCIARY COMPANY 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY8 / 10 Assets BOY/EOY$3,917,125 / $5,050,973	2021	JEFFREY FIDUCIARY COMPANY 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	8 / 10	$3,917,125 / $5,050,973
2020	Plan NameJEFFREY FIDUCIARY COMPANY 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY9 / 8 Assets BOY/EOY$3,411,042 / $3,917,125	2020	JEFFREY FIDUCIARY COMPANY 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	9 / 8	$3,411,042 / $3,917,125

Benefit & Retirement Plans based on Form 5500.

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Address Match:140 E Town St Columbus, OH

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Person/City Match:Donald M Mykrantz - Boston, MA

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Person/City Match:Kerry J Houghton - Columbus, OH

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Person/City Match:Yvette Mcgee Brown - Columbus, OH

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The following government agencies have contributed data:

Secretary of the Commonwealth of Massachusetts U.S. Department of Labor

Company Summary