How big is Jones Advisory Group's plan?

Jones Advisory Group's plan reported $1.8M in assets and 28 participants for 2024.

Original filing (PDF)20250620134427NAL0009837602001

Jones Advisory Group

Name: Jones Advisory Group — Jones Advisory Group, Form 5500 (2024)
Creator: Jones Advisory Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jones Advisory Group Retirement Trust

401(k) retirement plan · Jones Advisory Group's Jones Advisory Group Retirement Trust held $1.8M in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

John Ansay signed Jones Advisory Group's 2024 Form 5500 as plan administrator.

John Ansay — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Jones Advisory Group's EIN is 26-2569439.

EIN 26-2569439

Plan number 001

Plan year 2024

ACK ID 20250620134427NAL0009837602001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jones Advisory Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jones Advisory Group's 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 JONES ADVISORY GROUP.

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Plan health score

Above-average plan

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

Knocking points off