· 2022–2024 · DOL EFAST2

Edward Jones — Optimized Senior Living 401(k) Plan, Form 5500 (2025)

Original filing (PDF)20260527082147NAL0007183377001

Edward Jones

Form 5500-SF

FILING_RECEIVED

Optimized Senior Living 401(k) Plan

401(k) retirement plan · Edward Jones' Optimized Senior Living 401(k) Plan held $61K in plan assets for 16 participants in 2025.

Active participants

16

Accounts w/ balance

4

Plan assets (EOY)

$61K

Net assets (EOY)

$61K

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

40

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th 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 EDWARD JONES.

Plan sponsor

Name

EDWARD JONES

EIN

82-0827887all filings

Address

46 N BROADWAY ST · LEBANON, OH · 45036

Phone

(513) 515-4717

Industry

Health Care & Social Assistance

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

2026-05-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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