# R.A Jones & Co. INC. DB Plan
Source: https://planprovider.pro/companies/r-a-jones-co-inc-plan-002

> R.A Jones & Co. INC.'s DB plan: 18 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. INC.

- **Sponsor EIN:** 461783155

- **Sponsor Address:** 807 WEST KIMBERLY ROAD, DAVENPORT, IA, 528065706

- **Plan Type:** DB

- **Total Participants:** 18

- **Total Assets:** $8.9M

## 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.|

| 2024|18|$8.9M|$0|$0|

| 2023|19|$8.6M|$0|$0|

| 2022|19|$8.2M|$0|$0|

## 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|

| FLAGEL HUBER FLAGEL CPAS|Auditor|$15,089|—|$15,089|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FLAGEL HUBER FLAGEL CPAS](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:** $15,089

- **Estimated Expense Ratio:** 0.169% 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|$67,808|—|—|$15,089|—|

| 2023|$110,053|—|—|—|—|

| 2022|$53,790|—|—|—|$42,074|

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