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  2. Jones Financial Planning

Filings through Oct 24, 2026.

Jones Financial Planning

EIN 47-3362722-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$229K assets
Health & Benefits
0
Participants
6
4610 N ASH STREET, SUITE 201 - SPOKANE, WA 99205509-443-5174
Plans on this EIN
1 filing
#001401(k)-$229K - 6 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

WAYMAKER WEALTH ADVISORS LLP RETIREMENT TRUST

401(k)

Assets$229K
Participants6
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001WAYMAKER WEALTH ADVISORS LLP RETIREMENT TRUST401(k)$229K62025
  • WAYMAKER WEALTH ADVISORS LLP RETIREMENT TRUST$229K
    #001 · 401(k) · 20256
Retirement plans
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