How big is Jones Advisory Group's plan?

Jones Advisory Group's plan reported $318K in assets and 13 participants for 2024.

Original filing (PDF)20250827112032NAL0009499153001

Jones Advisory Group

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

Form 5500-SF

FILING_RECEIVED

Jones Advisory Group Cash Balance Plan

Defined-benefit pension plan · Jones Advisory Group's Jones Advisory Group Cash Balance Plan held $318K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$318K

Net assets (EOY)

$318K

Plan identifiers

Jones Advisory Group's EIN is 26-2569439.

EIN 26-2569439

Plan number 002

Plan year 2024

ACK ID 20250827112032NAL0009499153001

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 a defined-benefit pension formula, a cash-balance formula.

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

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score