Assets by plan
Share of aggregate retirement assets
Filings through .
T. Scott Jones, Attorney Dba Banks and Jones
EIN 27-2268985Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.6M assets
Health & Benefits
0
Participants
21
2125 MIDDLEBROOK PIKE - KNOXVILLE, TN 37921865-407-2122
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 21 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#002
BANKS AND JONES CASH BALANCE PLAN
Cash balance
Assets$1.1M
Participants9
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
BANKS AND JONES 401(K) PLAN
401(k)
Assets$425K
Participants12
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 |
|---|---|---|---|---|---|
| #002 | BANKS AND JONES CASH BALANCE PLAN | Cash balance | $1.1M | 9 | 2024 |
| #001 | BANKS AND JONES 401(K) PLAN | 401(k) | $425K | 12 | 2025 |
- #002 · Cash balance · 20249
- #001 · 401(k) · 202512
Retirement plans