Original filing (PDF)20250117110354NAL0050709282001

JONES FUSSELL, LLP

Name: JONES FUSSELL, LLP — JONES FUSSELL, LLP 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JONES FUSSELL, LLP

Form 5500-SF

FILING_RECEIVED

JONES FUSSELL, LLP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JONES FUSSELL, LLP.

Plan sponsor

Name

JONES FUSSELL, LLP

EIN

72-0564521

Address

1001 SERVICE ROAD E. HWY 190 · STE. 103 · COVINGTON, LA · 70433

Phone

(985) 892-4801

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

2025-01-17

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

2K · 401(m) arrangement

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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