Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
DAVE JONES, LLC
EIN 39-1331145constructionLatest filing 2025
Plans
3
Retirement
2
$37.5M assets
Welfare
1
$446K premiums
Participants
719
2225 KILGUST ROAD - MADISON, WI 53713608-222-8490davejonesinc.comLinkedIn201-500 employeesconstruction
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $37.5M assets / 719 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $446K premiums / 746 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Prescription drug$442K
- Vision$3K
Carrier market share
Premium dollars by Schedule A carrier
99%top
- QUARTZ HEALTH BENEFIT PLANS CORPORATION99%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
- UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Broker market share
Schedule A broker compensation
100%top
- M3 INSURANCE SOLUTIONS INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
DAVE JONES, LLC 401(K) PLAN
401k
Assets$37.5M
Participants716
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE CONTRACTORS RETIREMENT PLAN
ProfitSharing
Assets$6K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
DAVE JONES, INC. WRAP PLAN
Mixed - QUARTZ HEALTH BENEFIT PLANS CORPORATION
Premiums$446K
Covered lives746
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DAVE JONES, LLC 401(K) PLAN | 401k | $37.5M | 716 | 2024 | |
| 002 | THE CONTRACTORS RETIREMENT PLAN | ProfitSharing | $6K | 3 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | DAVE JONES, INC. WRAP PLAN | Mixed | QUARTZ HEALTH BENEFIT PLANS CORPORATION | $446K | 746 | 2024 |
Retirement plans
Welfare plans