· 2022–2024 · DOL EFAST2

MR Jones Management LLC — MR Jones Management LLC, Form 5500 (2025)

Original filing (PDF)20260423140634NAL0002540659001

MR Jones Management LLC

Form 5500-SF

FILING_RECEIVED

MR Jones Management LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · MR Jones Management LLC's MR Jones Management LLC 401(k) Profit Sharing Plan & Trust held $8K in plan assets for 12 participants in 2025.

Active participants

12

Accounts w/ balance

2

Plan assets (EOY)

$8K

Net assets (EOY)

$8K

Plan health score

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

23

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

MR JONES MANAGEMENT LLC

EIN

Address

320 LINCOLN RD · MIAMI BEACH, FL · 331393103

Phone

(306) 901-0419

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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