How big is Jones Wallace LLC's plan?

Jones Wallace LLC's plan reported $2.1M in assets and 8 participants for 2024.

Original filing (PDF)20250725134152NAL0017281362001

Jones Wallace LLC

Name: Jones Wallace LLC — Jones Wallace LLC 401(k) Profit, Form 5500 (2024)
Creator: Jones Wallace LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jones Wallace LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Jones Wallace LLC's Jones Wallace LLC 401(k) Profit Sharing Plan & Trust held $2.1M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Lauren K Jones signed Jones Wallace LLC's 2024 Form 5500 as plan administrator.

Lauren K Jones — 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 Wallace LLC's EIN is 26-3930261.

EIN 26-3930261

Plan number 001

Plan year 2024

ACK ID 20250725134152NAL0017281362001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Jones Wallace LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 WALLACE LLC.

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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