Plans listing this provider
360
0.64% of the 56,420 plans with Schedule H financials; 384 in 2023
Providers › Edward Jones
Edward Jones
- Service provider, as named on Schedule C
- EIN 430345811
- Plan year 2024
- Direct compensation reported $7,638,191
Assets of those plans
$5,888,098,213
0.08% of all Schedule H plan assets
Plans where it is the recordkeeper
56
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Median direct compensation per participant, as recordkeeper
$88.58
across 53 plans that pay it 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) | 173 |
| 99 | Other fees | 129 |
| 26 | Investment advisory (participants) | 121 |
| 50 | Direct payment from the plan | 77 |
| 21 | Trustee (bank, trust company or similar) | 56 |
| 15 | Recordkeeping and information management | 55 |
| 49 | Other services | 55 |
| 64 | Recordkeeping fees | 55 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| American Tire Distributors, Inc. Retirement Plan | American Tire Distributors | $274,438,393 | 5,550 | $100,211 |
| Braun Corporation Profit Sharing and 401(k) Planrecordkeeper | Braun | $122,807,456 | 1,808 | $161,730 |
| Sid Dillon 401(k) Plan | Sid Dillon Chevrolet-fremont | $109,258,253 | 701 | $0 |
| Four Rivers Nuclear Partnership Retirement Planrecordkeeper | Four Rivers Nuclear Partnership | $108,441,206 | 992 | $126,254 |
| Central Processing Corp. Retirement Plan | Central Processing | $92,573,348 | 1,525 | $112,120 |
| Scout Energy Management, LLC 401(k) P/S Plan | Scout Energy Management | $91,609,019 | 1,148 | $0 |
| Siemer Milling Company Employee Stock Ownership Plan and Trust | Siemer Milling | $85,481,924 | 212 | $0 |
| Quintairos Prieto Wood & Boyer P.A. 401(k) Planrecordkeeper | Quintairos Prieto Wood & Boyer | $76,218,189 | 872 | $77,681 |
| Riceland Foods, Inc. 401(k) Retirement Planrecordkeeper | Riceland Foods | $74,390,363 | 1,735 | $64,631 |
| Butler-fairman & Seufert, Inc. 401(k)/ Profit Sharing Plan | Butler Fairman and Seufert | $71,752,376 | 229 | $0 |
| Mountain View Hospital LLC 401(k) Plan | Mountain View Hospital | $70,245,429 | 1,587 | $126,107 |
| Re/spec Inc. Employee 401(k) Retirement Plan | Re/spec | $67,429,449 | 628 | $0 |
| The Delta Pathology Group, LLC 401(k) Plan | Delta Pathology Group | $65,664,707 | 386 | $50,530 |
| Prime Controls, L.P. 401(k) Profit Sharing Plan | Prime Controls | $63,607,767 | 585 | $0 |
| Recon 401k Plan | Recon Management Services | $60,693,978 | 841 | $83,966 |
| Sagitec Retirement Savings Plan | Sagitec Solutions | $56,619,652 | 433 | $0 |
| Regulus 401(k) | Regulus Group | $55,221,616 | 282 | $73,689 |
| Columbia Orthopaedic Group Profit Sharing Plan and Trust | Columbia Orthopaedic Group | $50,976,683 | 228 | $5,896 |
| Birkey's Farm Store, Inc. 401(k) Profit Sharing Planrecordkeeper | Birkeys Farm Store | $50,667,326 | 502 | $92,679 |
| Fagron Holding USA, LLC 401(k) Profit Sharing Plan & Trustrecordkeeper | Fagron Holding USA | $49,910,697 | 1,538 | $82,319 |
| Miller's Health Systems, Inc. Profit Sharing Plan | Miller's Health Systems | $47,253,446 | 801 | $67,190 |
| ESI Holdings, Inc. 401(k) Plan | ESI Holdings | $47,086,070 | 1,148 | $75,151 |
| The British Embassy 401(k) Plan | British Embassy | $46,532,750 | 532 | $44,338 |
| Commonwealth Associates Inc. 401k Profit Sharing Plan | Commonwealth Associates | $46,453,610 | 327 | $82,703 |
| Citizens Bank of Las Cruces Employee Stock Ownership & Profit Sharing Plan | Citizens Bank of Las Cruces | $44,761,421 | 139 | $0 |
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.