Plans listing this provider
45
0.08% of the 56,420 plans with Schedule H financials; 50 in 2023
Providers › Edward D Jones & Co LP
Edward D Jones & Co LP
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $1,220,760
Assets of those plans
$641,453,331
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,220,760
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 43 |
| 99 | Other fees | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| OFS Brands Employee Savings Plan & Trust | OFS Brands Holdings | $97,304,096 | 1,733 | $106,955 |
| Welch Bros., Inc. Profit Sharing Plan | Welch Bros. | $55,528,706 | 220 | $102,161 |
| Resco Products, Inc. 401(k) & Profit Sharing Plan | Resco Products | $43,514,625 | 541 | $42,055 |
| Bailey & Glasser 401(k) Profit Sharing Plan | Bailey & Glasser | $37,994,455 | 178 | $70,169 |
| Terraphase Engineering 401(k) Plan | Terraphase Engineering | $30,297,136 | 187 | $49,307 |
| Psiquantum 401(k) Plan | Psiquantum | $26,154,695 | 380 | $31,574 |
| J.C. Newman Cigar Employees Savings Plan | J.C. Newman Cigar | $23,286,213 | 190 | $43,252 |
| Heligroup Holdings, Inc. 401(k) Plan | Heligroup Holdings | $19,889,410 | 299 | $36,398 |
| Precision Diagnostics 401(k) Profit Sharing Plan | Precision Toxicology | $17,205,159 | 476 | $38,391 |
| Bete FOG Nozzle, Inc. Retirement Program | Bete FOG Nozzle | $16,927,587 | 174 | $1,685 |
| Northwest Grain Growers, Inc. 401(k) Profit Sharing Plan and Trust | Northwest Grain Growers | $16,554,997 | 121 | $37,808 |
| B & H Construction 401(k) Plan | B & H Construction | $15,566,884 | 516 | $20,879 |
| Production Castings Inc 401(k) Profit Sharing Plan | Production Castings | $14,543,987 | 147 | $35,427 |
| HDH Instruments, LP 401(k) Plan | HDH Instruments | $14,538,166 | 173 | $49,871 |
| Triad Engineering, Inc. 401(k) Plan | Triad Engineering | $14,475,055 | 203 | $26,571 |
| Eden Foods, Inc. Retirement Savings Plan | Eden Foods | $10,485,090 | 186 | $14,532 |
| Tolowa Dee-ni' Nation 401(k) Plan | Tolowa Dee-ni' Nation | $10,181,520 | 248 | $26,680 |
| Tilley Group 401(k) Plan | Tlley Trucking | $10,084,112 | 351 | $32,072 |
| Alsco-geyer Irrigation, Inc. Profit Sharing 401(k) Plan | Alsco-geyer Irrigation | $10,052,407 | 227 | $24,437 |
| Hamadeh Educational Services, Inc. 401k Profit Sharing Plan | Hamadeh Educational Services | $9,811,303 | 276 | $25,930 |
| Nobis Rehab Partners 401(k) Savings Plan | Nobis Rehabilitation Partners | $9,621,293 | 2,157 | $34,370 |
| Fox Valley Metrology 401k Plan | Fox Valley Metrology | $9,496,248 | 109 | $22,419 |
| Jaxon Retirement Savings Plan | Jaxon Engineering & Maintenance | $9,471,451 | 132 | $20,344 |
| Sleepy Hollow Auto Group 401(k) Plan | Sleepy Hollow Auto Group | $9,200,756 | 135 | $28,108 |
| Beau Townsend Ford, Inc. 401(k) Plan | Beau Townsend Ford | $9,178,979 | 106 | $7,863 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.