Nick Allen signed DAVE Jones, LLC.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
DAVE Jones, LLC.'s EIN is 39-1331145.
Download the official 2024 Form 5500 (PDF) for DAVE Jones, LLC. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)DAVE Jones, LLC.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $92K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $10K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | — | $119 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST BUSINESS BANK | — | MADISON, WI | INVESTMENT ADVISOR | $60K | — |
