Form 5500 Search

WILLIAMS JONES

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
6
Active participants
123,485
Total plan assets
$29.0B
Filings (rows)
6
Direct comp
$249K
Indirect comp
$0
Aggregating 2 name variants under "WILLIAMS JONES"

SERVICES PROVIDED

Other4
Advisor / Consultant2

Top plans served

All 6 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
THE CHARLES SCHWAB CORPORATION
SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN
WESTLAKE, TX
Other
NONE
32,145$8.9B$17K
THE CHARLES SCHWAB CORPORATION
SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN
WESTLAKE, TX
Advisor / Consultant
INVESTMENT ADVISOR
34,203$8.0B$18K
THE CHARLES SCHWAB CORPORATION
SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN
WESTLAKE, TX
Advisor / Consultant
INVESTMENT ADVISOR
33,913$6.6B$18K
JETBLUE AIRWAYS CORPORATION
JETBLUE AIRWAYS RETIREMENT PLAN
LONG ISLAND CITY, NY
Other
NONE
23,089$5.4B$7K
NATIONAL LIME & STONE COMPANY
NATIONAL LIME & STONE COMPANY HOURLY EMPLOYEES' RETIREMENT PLAN AND TRUST
FINDLAY, OH
Other
NONE
64$41.8M$113K
NATIONAL LIME & STONE COMPANY
NATIONAL LIME & STONE COMPANY HOURLY EMPLOYEES' RETIREMENT PLAN AND TRUST
FINDLAY, OH
Other
NONE
71$35.6M$76K
WILLIAMS JONES — Form 5500 Service Provider Profile | Form 5500 Search