Jones & Matthew Financial, LLC

Samantha Williams signed Jones & Matthew Financial, LLC's 2025 Form 5500 as plan administrator.

• Samantha Williams — Plan Administrator — Form 5500 signer

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

Jones & Matthew Financial, LLC's EIN is 32-0389938.

Download the official 2025 Form 5500 (PDF) for Jones & Matthew Financial, LLC from the U.S. Department of Labor's EFAST2 system.

Jones & Matthew Financial, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).