How big is Jones Pierce Inc.'s plan?

Jones Pierce Inc.'s plan reported $941K in assets and 12 participants for 2024.

Original filing (PDF)20250718101925NAL0002236288001

Jones Pierce Inc.

Name: Jones Pierce Inc. — Jones Pierce 401(k) Plan, Form 5500 (2024)
Creator: Jones Pierce Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jones Pierce 401(k) Plan

401(k) retirement plan · Jones Pierce Inc.'s Jones Pierce 401(k) Plan held $941K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$941K

Net assets (EOY)

$941K

People on this filing

Marcus Bowie signed Jones Pierce Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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 Pierce Inc.'s EIN is 58-2363778.

EIN 58-2363778

Plan number 001

Plan year 2024

ACK ID 20250718101925NAL0002236288001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Jones Pierce Inc.'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 PIERCE INC.

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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