How big is Jones Financial Group's plan?

Jones Financial Group's plan reported $504K in assets and 3 participants for 2024.

Original filing (PDF)20250311135638NAL0027975904001

Jones Financial Group

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

Form 5500-SF

FILING_RECEIVED

Jones Financial Group 401(k) Plan

401(k) retirement plan · Jones Financial Group's Jones Financial Group 401(k) Plan held $504K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$504K

Net assets (EOY)

$504K

Plan identifiers

Jones Financial Group's EIN is 81-4653552.

EIN 81-4653552

Plan number 001

Plan year 2024

ACK ID 20250311135638NAL0027975904001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Jones Financial Group's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JONES FINANCIAL GROUP.

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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