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  2. JONES & MATTHEW FINANCIAL, LLC
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JONES & MATTHEW FINANCIAL, LLC

EIN 32-0389938-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$606K assets
Welfare
0
Participants
25
601 STATE STREET, STE 300 - SOUTHLAKE, TX 76092214-910-3003
Plans on this EIN
1 filing
#001401k-$606K - 25 part

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Retirement#001

N5B CAPITAL 401(K) PLAN

401k

Assets$606K
Participants25
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001N5B CAPITAL 401(K) PLAN401k$606K252025
Retirement plans
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