How big is Garry A. Jones & Associates' plan?

Garry A. Jones & Associates' plan reported $1.1M in assets and 7 participants for 2025.

Original filing (PDF)20260520182823NAL0002065409001

Garry A. Jones & Associates

Name: Garry A. Jones & Associates — GAJ&a 401(k) Plan and, Form 5500 (2025)
Creator: Garry A. Jones & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

GAJ&a 401(k) Plan and Trust

401(k) retirement plan · Garry A. Jones & Associates' GAJ&a 401(k) Plan and Trust held $1.1M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Garry A. Jones & Associates' EIN is 20-3076203.

EIN 20-3076203

Plan number 001

Plan year 2025

ACK ID 20260520182823NAL0002065409001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Garry A. Jones & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Garry A. Jones & Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GARRY A. JONES & ASSOCIATES.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score