Providers › Edward Jones

Edward Jones

Service provider, as named on Schedule C
Plan year 2024
Direct compensation reported $2,709,607

Plans listing this provider

101

0.18% of the 56,420 plans with Schedule H financials; 97 in 2023

Assets of those plans

$1,314,412,236

0.02% of all Schedule H plan assets

Plans where it is the recordkeeper

service code 65 (recordkeeping) or 64 (recordkeeping and information management)

Direct compensation reported, all plans

$2,709,607

98% 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)	98
26	Investment advisory (participants)	9
28	Investment management	9
17	Consulting (pension)	8
51	Investment management fees paid directly by plan	3
50	Direct payment from the plan	2
38	Participant communication	1
52	Investment management fees paid indirectly by plan	1

Largest plans served

Plan	Employer	Assets	Participants	Direct compensation
Truck Centers, Inc. 401(k) Plan	Truck Centers	$68,295,908	720	$89,833
Rosenbauer America, LLC 401(k) Profit Sharing Plan	Rosenbauer South Dakota	$60,362,361	767	$79,482
Cumberland Family Medical Center Safe Harbor 401(k) Plan	Cumberland Family Medical Center	$59,662,232	1,043	$72,924
OMH Healthedge Holdings, Inc. 401(k) Plan	OMH Healthedge Holdings	$35,613,604	1,459	$53,986
L. G. Everist, Inc. 401(k) Plan	L.G. Everist	$34,690,651	468	$63,100
Nedelco, Inc. 401(k) Retirement Plan	Nedelco	$33,829,260	673	$58,106
Dohrn Transfer Company 401(k) Profit Sharing Plan	Dohrn Transfer	$33,402,759	1,316	$57,941
Gnap, LLC DBA Surfaceprep Profit Sharing & 401(k) Plan	Gnap LLC DBA Surfaceprep	$33,104,757	324	$48,932
Thomas, Dean & Hoskins, Inc. Employee Stock Ownership Plan and Trust	Thomas Dean & Hoskins	$32,836,793	197	$37,788
Village Associates Inc. 401(k) Plan and Trust	Village Associates	$29,935,527	407	$52,908
Harrison Memorial Hospital 401(k) Retirement Plan	Harrison Memorial Hospital	$26,364,501	327	$0
Community Health Care, Inc. 401k Profit Sharing Plan	Community Health Care	$25,158,340	254	$12,700
SPRIG Electric 401(k) Plan	SPRIG Electric	$24,644,677	217	$44,478
Indie LLC 401(k) Profit Sharing Plan & Trust	Indie	$24,523,811	223	$66,602
Vertin Company 401(k) Profit Sharing Plan	Vertin	$24,054,786	249	$42,012
Kay & Associates, Inc. Profit Sharing & Retirement Savings Plan	Kay and Associates	$23,103,103	862	$46,278
Central Cable Contractors, Inc. 401(k) Retirement Savings Plan & Trust	Central Cable Contractors	$22,733,372	145	$40,674
Roush Holdings, Inc. 401(k) Plan	Roush Holdings	$22,434,069	330	$41,364
Cryoport, Inc. 401(k) Plan	Cryoport	$22,264,172	402	$47,290
Community Bancshares, Inc. 401(k) Savings Plan & T	Community Bancshares	$22,017,463	230	$51,809
Joseph P. Carrara & Sons, Inc. 401(k) and Profit Sharing Plan	Joseph P. Carrara & Sons	$20,152,008	113	$45,954
Seymour of Sycamore, LLC Employees' Profit Sharing Plan and Trust	Seymour of Sycamore	$19,373,754	189	$42,981
Ralco Nutrition Inc. Safe Harbor 401(k) Retirement Plan	Ralco Nutrition	$19,018,509	147	$36,898
Viessman Group Employees 401(k) and Profit Sharing Plan	Cliff Viessman	$17,888,853	516	$34,093
Gore Nitrogen Pumping Service, LLC 401(k)	Gore Nitrogen Pumping Service	$17,735,068	290	$23,682

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.