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Sponsor portfolio

JONES FIRM PS

EIN 03-0581644-law practice-Latest filing 2025
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
7
1750 112TH AVENUE NE, SUITE D152 - BELLEVUE, WA 98004425-256-2351bellevuetrialattorney.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filings
#002TraditionalDB-$1.5M - 3 part#001401k-$1.1M - 4 part

Retirement portfolio analytics

2 plans aggregated / $2.6M assets / 7 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • DEFINED BENEFIT PENSION (#002)57%
  • JONES FIRM 401(K) (#001)43%
Total $2.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • JONES FIRM 401(K) (#001)4
  • DEFINED BENEFIT PENSION (#002)3
Total 7Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

JONES FIRM, PS DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$1.5M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

JONES FIRM 401(K) PLAN

401k

Assets$1.1M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002JONES FIRM, PS DEFINED BENEFIT PENSION PLANTraditionalDB$1.5M32025
001JONES FIRM 401(K) PLAN401k$1.1M42025
Retirement plans
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