# Jones/Covey Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/jones-covey-group-inc-401k-plan-002

> Jones/Covey Group, INC.'s 401(k) plan: 214 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jones/Covey Group, INC.

- **Sponsor EIN:** 330972369

- **Sponsor Address:** 9595 LUCAS RANCH ROAD, SUITE 100, RANCHO CUCAMONGA, CA, 90730

- **Plan Type:** 401(k)

- **Total Participants:** 214

- **Total Assets:** $4.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|214|$4.8M|$601,873|$1.1M|

## 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|

| MAURER, GRAF & RIVERA, LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|$21,404|$10,451|—|—|—|

## Similar Plans

- [Eagle Building Systems, INC.](https://planprovider.pro/companies/eagle-building-systems-inc-plan) — 213 participants

- [Span Construction & Engineering, INC.](https://planprovider.pro/companies/span-construction-engineering-inc-401k-plan) — 216 participants

- [True Air Mechanical, INC.](https://planprovider.pro/companies/true-air-mechanical-inc-plan) — 217 participants

- [Novo Construction, INC.](https://planprovider.pro/companies/novo-construction-inc-401k-plan) — 209 participants

- [Dome Construction Corporation](https://planprovider.pro/companies/dome-construction-corporation-401k-plan) — 204 participants

- [W.L. Butler Construction, INC.](https://planprovider.pro/companies/w-l-butler-construction-inc-401k-plan) — 202 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/jones-covey-group-inc-401k-plan-002)

© 2026 PlanProvider.Pro