Original filing (PDF)20250624110215NAL0007172337001

DAVID W. JONES, LLC

Name: DAVID W. JONES, LLC — DAVID W. JONES 401(K), Form 5500 (2024)
Creator: DAVID W. JONES, LLC

Form 5500-SF

FILING_RECEIVED

DAVID W. JONES 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$331K

Net assets (EOY)

$331K

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

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 DAVID W. JONES, LLC.

Plan sponsor

Name

DAVID W. JONES, LLC

EIN

83-2238456

Address

20006 DETROIT ROAD SUITE 300 · ROCKY RIVER, OH · 44116

Phone

(440) 655-0283

Industry

Finance & Insurancesee 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

2025-06-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

THREE BRIDGES FINANCIAL GROUP

THREE BRIDGES FINANCIAL GROUP 401(K) PLAN

$333K · 9 participants

BLACK ROCK UTICA LLC

ELIAS HOLDINGS 401K PLAN & TRUST

$326K · 35 participants

INET INC

INET INC 401(K) PLAN

$338K · 16 participants

PRIMERA FINANCIAL CORPORATION

PRIMERA FINANCIAL CORP. 401(K) PROFIT SHARING PLAN

$316K · 14 participants

SIGNET PRODUCTS CORPORATION

SIGNET PRODUCTS CORPORATION 401(K) PROFIT SHARING PLAN & TRUST

$345K · 4 participants