Plan Snapshot
- Plan Sponsor: Edward D. Jones & Co., L.P.
- Sponsor EIN: 430345811
- Sponsor Address: 12555 MANCHESTER ROAD, ST. LOUIS, MO, 63131
- Plan Type: 401(k)
- Total Participants: 50,491
- Total Assets: $12.4B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 50,491 | $12.4B | $427.7M | $571.5M |
| 2023 | 47,254 | $10.6B | $369.2M | $525.5M |
| 2022 | 49,944 | $8.7B | $300.5M | $497.2M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $1,563,151 | — | $1,563,151 |
| MARSH & MCLENNAN COMPANIES INC | INVESTMENT ADVISOR | $6,986 | — | $6,986 |
| PRICEWATERHOUSECOOPERS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MARSH & MCLENNAN COMPANIES INC — INVESTMENT ADVISOR
- PRICEWATERHOUSECOOPERS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,570,137
- Estimated Expense Ratio: 0.013% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,245,386 | — | — | — | — |
| 2023 | $1,551,268 | — | $1,541,043 | — | — |
| 2022 | $1,156,423 | $150,157 | — | — | — |