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  2. Dave Jones, LLC.
  • Retirement analytics
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Filings through Oct 24, 2026.

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Dave Jones, LLC.

EIN 39-1331145-construction-Latest filing 2025
Plans
3
Retirement
2
$47.2M assets
Health & Benefits
1
$446K premiums
Participants
775
2225 KILGUST RD - MADISON, WI 53713608-206-6332davejonesinc.comLinkedIn201-500 employeesconstruction
Plans on this EIN
3 filings
#001401(k)-$47.2M - 772 part#002Profit-sharing-$6K - 3 part#502Mixed-$446K - 746 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $47.2M assets / 775 participants

Assets by plan

Share of aggregate retirement assets

  • JONES, LLC 401(K) (#001)$47.2M
  • CONTRACTORS RETIREMENT PLAN (#002)$6K
Total $47.2MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • JONES, LLC 401(K) (#001)772
  • CONTRACTORS RETIREMENT PLAN (#002)3
Total 775Select a row to open it

Benefits portfolio analytics

1 plan / $446K premiums / 746 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Prescription drug$442K
  • Vision$3K
Total $446K2 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

DAVE JONES, LLC 401(K) PLAN

401(k)

Assets$47.2M
Participants772
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

THE CONTRACTORS RETIREMENT PLAN

Profit-sharing

Assets$6K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

DAVE JONES, INC. WRAP PLAN

Mixed - QUARTZ HEALTH BENEFIT PLANS CORPORATION

Premiums$446K
Covered lives746
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001DAVE JONES, LLC 401(K) PLAN401(k)$47.2M7722025
#002THE CONTRACTORS RETIREMENT PLANProfit-sharing$6K32025
  • DAVE JONES, LLC 401(K) PLAN$47.2M
    #001 · 401(k) · 2025772
  • THE CONTRACTORS RETIREMENT PLAN$6K
    #002 · Profit-sharing · 20253

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502DAVE JONES, INC. WRAP PLANMixedQUARTZ HEALTH BENEFIT PLANS CORPORATION$446K7462024
  • DAVE JONES, INC. WRAP PLAN$446K
    #502 · Mixed · QUARTZ HEALTH BENEFIT PLANS CORPORATION · 2024746
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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