· 2022–2024 · DOL EFAST2
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Edward Jones Investments — Form 5500 Service Provider Profile | Form 5500 Search
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Edward Jones Investments
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
1
Active participants
177
Total plan assets
$4.5M
Filings (rows)
1
Direct comp
$38K
Indirect comp
$0
Showing only "EDWARD JONES INVESTMENTS"
View all 10 variants aggregated →
EDWARD JONES
986
EDWARD JONES & CO
38
EDWARD JONES & CO L P
10
EDWARD JONES - JESSIE O BRIEN
4
EDWARD JONES & CO LLP
3
EDWARD JONES AND CO
1
EDWARD JONES-JUSTIN ASHLEY
1
SERVICES PROVIDED
Other service providers
1
Plans served
All 1 plans
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Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
West Texas Opportunities, Inc.
West Texas Opportunities, Inc. Profit Sharing Plan ·
all filings
LAMESA, TX
Other service providers
177
$4.5M
$38K
$0
EDWARD JONES &
1
EDWARD JONES AND
1
EDWARD JONES INVESTMENTS
1