Plan Snapshot
- Plan Sponsor: R.A Jones & Co.
- Sponsor EIN: 461783155
- Sponsor Address: 501 SOUTHLAKE BLVD., RICHMOND, VA, 23236
- Plan Type: 401(k)
- Total Participants: 910
- Total Assets: $213.9M
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 | 910 | $213.9M | $4.6M | $7.5M |
| 2023 | 936 | $191.3M | $4.2M | $6.7M |
| 2022 | 848 | $169.0M | $3.8M | $6.2M |
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 |
|---|---|---|---|---|
| PENSION CORPORATION OF AMERICA | NONE | $169,098 | $76,163 | $245,261 |
| PCA INVESTMENT ADVISORY SERVICES | NONE | $63,722 | — | $63,722 |
| FLAGEL HUBER FLAGEL | Auditor | $24,000 | — | $24,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PCA INVESTMENT ADVISORY SERVICES — NONE
- FLAGEL HUBER FLAGEL — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $332,983
- Estimated Expense Ratio: 0.156% 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 | $232,820 | $63,722 | — | $24,000 | — |
| 2023 | $196,228 | $61,745 | — | — | — |
| 2022 | $219,677 | $61,951 | $145,026 | — | $12,700 |