How big is Jjones & Associates LLC's plan?

Jjones & Associates LLC's plan reported $590K in assets and 9 participants for 2024.

Original filing (PDF)20250709154619NAL0013318050001

Jjones & Associates LLC

Name: Jjones & Associates LLC — JMJ Team 401(k) Plan, Form 5500 (2024)
Creator: Jjones & Associates LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JMJ Team 401(k) Plan

401(k) retirement plan · Jjones & Associates LLC's JMJ Team 401(k) Plan held $590K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$590K

Net assets (EOY)

$589K

Plan identifiers

Jjones & Associates LLC's EIN is 90-0860305.

EIN 90-0860305

Plan number 001

Plan year 2024

ACK ID 20250709154619NAL0013318050001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jjones & Associates LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jjones & Associates LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

JJONES & ASSOCIATES LLC

EIN

all filings

Address

905 MAIN STREET · STE 200 · SUMNER, WA · 98390

Phone

(206) 596-2020

Industry

Engineering Services· Professional & Technical Services

Plan administrator