Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JONES ADVISORY GROUP
EIN 26-2569439financial servicesLatest filing 2025
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
39
2951 SW WOODSIDE DRIVE, STE 100 - TOPEKA, KS 66614785-215-6675jonesadvisory.netLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.8M assets / 39 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
JONES ADVISORY GROUP RETIREMENT TRUST
401k
Assets$2.5M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JONES ADVISORY GROUP CASH BALANCE PLAN
CashBalance
Assets$318K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JONES ADVISORY GROUP RETIREMENT TRUST | 401k | $2.5M | 26 | 2025 | |
| 002 | JONES ADVISORY GROUP CASH BALANCE PLAN | CashBalance | $318K | 13 | 2024 |
Retirement plans