R.D. JONES & ASSOCIATES, INC 401(K) PROFIT SHARING PLAN &TRUST
401(k) retirement plan
Active participants
25
Accounts w/ balance
31
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score
82
/ 100
Grade B
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
38
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for R.D. JONES & ASSOCIATES, INC..
Plan sponsor
Name
R.D. JONES & ASSOCIATES, INC.
EIN
52-1964179
Address
400 E PRATT STREET · SUITE 902 · BALTIMORE, MD · 21202
