Original filing (PDF)20251015124100NAL0009276290003

JONES FOSTER P.A.

Name: JONES FOSTER P.A. — JONES FOSTER P.A. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JONES FOSTER P.A.

Form 5500-SF

FILING_RECEIVED

JONES FOSTER P.A. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$59.7M

Net assets (EOY)

$59.7M

Plan health score

/ 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

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JONES FOSTER P.A..

Plan sponsor

Name

JONES FOSTER P.A.

EIN

59-1292566

Address

505 S. FLAGLER DRIVE, SUITE 1100 · WEST PALM BEACH, FL · 33401

Phone

(561) 659-3000

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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