Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS
EIN 27-1617813financial servicesLatest filing 2025
Plans
2
Retirement
2
$548K assets
Welfare
0
Participants
7
260 N 3RD STREET, PO BOX 1950 - JACKSONVILLE, OR 97530541-500-4321jones-associates.netLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $548K assets / 7 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 & ASSOCIATES PREMIER FINANCIAL SOLUTIONS 401(K) PLAN
401k
Assets$387K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLC CASH BALANCE PLAN
CashBalance
Assets$161K
Participants3
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 & ASSOCIATES PREMIER FINANCIAL SOLUTIONS 401(K) PLAN | 401k | $387K | 4 | 2025 | |
| 002 | JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLC CASH BALANCE PLAN | CashBalance | $161K | 3 | 2024 |
Retirement plans