# Edward D. Jones & Co., L.P. 401(k) Plan
Source: https://planprovider.pro/companies/edward-d-jones-co-l-p-401k-plan

> Edward D. Jones & Co., L.P.'s 401(k) plan: 50,491 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/marsh-mclennan-agency) — INVESTMENT ADVISOR

- [PRICEWATERHOUSECOOPERS](https://planprovider.pro/provider/pricewaterhousecoopers-llp) — 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|—|—|—|

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