# R.A Jones & Co. 401(k) Plan
Source: https://planprovider.pro/companies/r-a-jones-co-401k-plan-004

> R.A Jones & Co.'s 401(k) plan: 910 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/pca-investment-advisory-services-inc) — NONE

- [FLAGEL HUBER FLAGEL](https://planprovider.pro/provider/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|

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