Original filing (PDF)20250702171206NAL0007410787001

KYLE JONES ADVISORS, LLC

Name: KYLE JONES ADVISORS, LLC — KYLE JONES ADVISORS, LLC 401(K) PLAN, Form 5500 (2024)
Creator: KYLE JONES ADVISORS, LLC

Form 5500-SF

FILING_RECEIVED

KYLE JONES ADVISORS, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$24K

Net assets (EOY)

$24K

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

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 KYLE JONES ADVISORS, LLC.

Plan sponsor

Name

KYLE JONES ADVISORS, LLC

EIN

84-2627651all filings

Address

1900 MOCKINGBIRD LN · LEANDER, TX · 78641

Phone

(512) 851-1198

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Name

401GO, INC.

EIN

88-3928199

City

WEST JORDAN, UT

Phone

(801) 214-2125

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-02

Pension benefit codes

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)

2E · Profit-sharing

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

ROCKY MOUNTAIN ORAL & MAXILLOFAC

ROCKY MOUNTAIN ORAL & MAXILLOFACIAL 401K PLAN

$24K · 7 participants

AVANDE, INC.

AVANDE, INC. GFB BENEFIT PLAN

$24K · 3 participants

CASEY GARDNER INSURANCE AGENCY

CASEY GARDNER INSURANCE AGENCY 401(K) PROFIT SHARING PLAN & TRUST

$24K · 2 participants

ROB EDWARDS SR INSURANCE AND FINANCIAL SERVICES INC.

ROB EDWARDS SR INSURANCE AND FINANCIAL SERVICES INC. 401(K) PLAN

$24K · 4 participants

WILLIAMSON & ASSOCIATES, INC

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.