Assets by plan
Share of aggregate retirement assets
Filings through .
Jones & Associates Premier Financial Solutions
EIN 27-1617813financial servicesLatest filing 2025
Plans
2
Retirement
2
$680K assets
Health & Benefits
0
Participants
7
260 N 3RD STREET, PO BOX 1950 - JACKSONVILLE, TN 97530541-500-4321jones-associates.netLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $680K assets / 7 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS 401(K) PLAN
401(k)
Assets$387K
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLC CASH BALANCE PLAN
Cash balance
Assets$293K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS 401(K) PLAN | 401(k) | $387K | 4 | 2025 |
| #002 | JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLC CASH BALANCE PLAN | Cash balance | $293K | 3 | 2025 |
- #001 · 401(k) · 20254
- #002 · Cash balance · 20253
Retirement plans