Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JONES & WALDEN, LLC
EIN 58-2606745law practiceLatest filing 2024
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
23
699 PIEDMONT AVENUE, NE - ATLANTA, GA 30308404-564-9300joneswalden.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 23 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#001
JONES & WALDEN, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$2.5M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JONES & WALDEN, LLC PROFIT SHARING PLAN
ProfitSharing
Assets$899K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JONES & WALDEN, LLC CASH BALANCE PENSION PLAN | CashBalance | $2.5M | 8 | 2024 | |
| 002 | JONES & WALDEN, LLC PROFIT SHARING PLAN | ProfitSharing | $899K | 15 | 2024 |
Retirement plans