Plan Snapshot
- Plan Sponsor: Jones Wealth Advisors, LLC
- Sponsor EIN: 271340853
- Sponsor Address: 1122 E GREEN ST, PASADENA, CA, 91106
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $103,106
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 1 | $103,106 | $0 | $0 |
| 2022 | 2 | $2.6M | $0 | $102,370 |