Edward Jones 401(k) Plan
What public Form 5500 filings show about the Edward Jones 401(k) plan — and how to find and check your own account.
The Edward Jones 401(k) on its latest Form 5500
Edward Jones (EIN 82-0827887) reports OPTIMIZED SENIOR LIVING 401K PLAN on its most recent Form 5500, with $61K in plan assets across 16 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Edward Jones filing — schedules, fees, and providers.
Who runs the Edward Jones 401(k)?
Edward Jones’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Edward JonesHR for the recordkeeper’s name and login.
How to check your Edward Jones 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask Edward Jones HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).