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Jefferson School District

The Timothy Plan

This Vendor Page has not been approved by The Timothy Plan,
but the information provided should be useful to you.

The Timothy Plan - General Status

The Timothy Plan has informed CCC that the company has decided to remain a Vendor for a 403(b) Plan ONLY if The Timothy Plan is the sole provider for the Plan. That is, unless The Timothy Plan is the only Vendor holding a Payroll Slot in a 403(b) Plan, the company will no longer accept contributions into 403(b) accounts associated with the Employer's Plan. It so happens that as of 11/6/2008, only one CCC Client Employer lists The Timothy Plan as holding a Payroll Slot, and that Employer has several other Vendors with Payroll Slots. Therefore, CCC is treating The Timothy Plan as a Vendor that is vacating the 403(b) market.

The Timothy Plan Web Homepage

Timothy Plan has NOT provided any link to its home office webpage at this time.

Product Information

Click the link(s) below for information on Timothy Plan investment products:

Fee Information

Click the link(s) below for information on the fees associated with Timothy Plan accounts:

403(b) Investment Options

Timothy Plan offers the following type(s) of 403(b) investment option:

  • End of List

Roth 403(b) Contribution Policy

Timothy Plan does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of Timothy Plan are marketed using the following approaches:

Helpful Employee Resources

Timothy Plan has not provided a weblink to any online consumer education or financial planning tools or calculators they may or may not offer to assist participants with financial planning and education. The moment Timothy Plan provides a weblink to us, we'll post it here immediately.

Active in Other CCC Employer 403(b) Plans

To see which other CCC Employers hold Active Payroll Slots with Timothy Plan, please visit our General The Timothy Plan Page.

Vendor Page Maintainance

Vendors may manage their own CCC website pages via authorized logins available upon request. Vendors are invited to update their company and Employer-specific information (Plan or Group Number, Local Contacts, Product Information, Forms, etc.) regularly.


The Timothy Plan - Jefferson Status

To Be Determined

The Timothy Plan Plan Number

When contacting Timothy Plan or its local contacts, have ready your Jefferson - The Timothy Plan PLAN OR GROUP NUMBER: To Be Determined

Jefferson EIN

When contacting Timothy Plan or its local contacts, you may require the Jefferson EIN: 936000758

Jefferson Local Contacts

Some authorized investment companies have numerous financial representatives authorized to do business on their behalves. Others have no agents at all. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts for Timothy Plan on Jefferson list of authorized vendors.

Request Additional Information from The Timothy Plan

Timothy Plan has not a "contact us" link. The moment they do, we'll post them here.

Information Sharing Agreement, If Applicable

The Timothy Plan has NOT signed any Direct Information Sharing Agreement with Jefferson or any Umbrella Information Sharing Agreement with CCC. Consequently, Timothy Plan is NOT eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Jefferson 403(b) accounts.

Employer Minimum Contribution

Jefferson does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).

Vendor Minimum Contribution

The Timothy Plan does not require any monthly contribution amount .

Jefferson Vendor Information Page

Information concerning the contribution types, catch-ups, transactions allowed under the Jefferson 403(b) Plan and much more on the Jefferson Information Page, available by clicking here.