Form 5500 Search

JONESTRADING INSTITUTIONAL SERVICES

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
4
Active participants
0
Total plan assets
$18.7B
Filings (rows)
4
Direct comp
$0
Indirect comp
$67K

SERVICES PROVIDED

Other3
Broker1

Top plans served

All 4 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
DOMINION ENERGY, INC.
DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST
RICHMOND, VA
Other
BROKG
$9.1B$0
DOMINION ENERGY, INC.
DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST
RICHMOND, VA
Other
BROKG
$8.8B$0
PVH CORP.
PVH CORP PENSION MASTER TRUST
BRIDGEWATER, NJ
Broker
BROKER COMMISSIONS
$477.6M$0
RHUMBLINE ADVISERS CORP.
RHUMBLINE SMALL-CAP INDEX FUND POOLED TRUST
KANSAS CITY, MO
Other
NONE
$362.6M$0