Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JONES & SWANSON, LLC
EIN 47-2641819legal servicesLatest filing 2024
Plans
2
Retirement
2
$7.7M assets
Welfare
0
Participants
38
635 WHITLOCK AVENUE SW - MARIETTA, GA 30064770-427-5498awjlaw.comLinkedIn11-50 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.7M assets / 38 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#002
JONES & SWANSON, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$5.8M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
JONES & SWANSON, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$1.9M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JONES & SWANSON, LLC 401(K) PROFIT SHARING PLAN | 401k | $5.8M | 25 | 2024 | |
| 003 | JONES & SWANSON, LLC CASH BALANCE PENSION PLAN | CashBalance | $1.9M | 13 | 2024 |
Retirement plans