Sponsor portfolio
JONATHAN B JONES AGENCY, LLC
EIN 90-0928364Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$629K assets
Welfare
0
Participants
17
4005 NINE MCFARLAND DRIVE, SUITE 100 - ALPHARETTA, GA 30004770-817-5050
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JONATHAN B JONES AGENCY, LLC 401(K) PLAN | 401k | $629K | 17 | 2025 |
Retirement plans