Plan Snapshot
- Plan Sponsor: The Jones Company
- Sponsor EIN: 581484387
- Sponsor Address: 201 PENDLETON STREET, WAYCROSS, GA, 31501
- Plan Type: DC
- Total Participants: 168
- Total Assets: $10.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 168 | $10.9M | $204,922 | $721,201 |
| 2023 | 157 | $11.1M | $201,997 | $728,078 |
| 2022 | 149 | $9.7M | $181,397 | $681,981 |
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 |
|---|---|---|---|---|
| SYMPHONA LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SYMPHONA LLP — Auditor
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 | $79,484 | $28,061 | $45,890 | — | — |
| 2023 | $11,580 | $2,304 | $5,003 | — | — |
| 2022 | $2,724 | $2,000 | $724 | — | — |