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GORDON W. JONES ASSOCIATES, ARCHITECTS, P.C. — GORDON W. JONES ASSOCIATES RETIREMENT TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250730104251NAL0003923681005
GORDON W. JONES ASSOCIATES, ARCHITECTS, P.C.
Form 5500-SF
FILING_RECEIVED
GORDON W. JONES ASSOCIATES RETIREMENT TRUST
Defined-contribution retirement plan
Active participants
9
Accounts w/ balance
11
Plan assets (EOY)
$6.5M
Net assets (EOY)
$6.5M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
GORDON W. JONES ASSOCIATES, ARCHITECTS, P.C.
.
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Plan sponsor
Name
GORDON W. JONES ASSOCIATES, ARCHITECTS, P.C.
EIN
81-2373466
Address
5757 MAIN STREET · WILLIAMSVILLE, NY · 14221
Phone
(716) 633-9000
Industry
Professional & Technical Services
see 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
2025-07-30
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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