How big is Jones Retirement Advisors LLC's plan?

Jones Retirement Advisors LLC's plan reported $124K in assets and 5 participants for 2025.

Original filing (PDF)20260430221115NAL0000230723015

Jones Retirement Advisors LLC

Name: Jones Retirement Advisors LLC — Jones Retirement, Form 5500 (2025)
Creator: Jones Retirement Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jones Retirement Advisors 401(k) Plan

401(k) retirement plan · Jones Retirement Advisors LLC's Jones Retirement Advisors 401(k) Plan held $124K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$124K

Net assets (EOY)

$124K

Plan identifiers

Jones Retirement Advisors LLC's EIN is 87-1162859.

EIN 87-1162859

Plan number 001

Plan year 2025

ACK ID 20260430221115NAL0000230723015

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jones Retirement Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jones Retirement Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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