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Company:
Edward D. Jones & Co.
Plan:
Edward D. Jones & Co. Profit Sharing and 401k
 

Edward D. Jones & Co.

63 Plan:

 
 
63
15
57
87
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 24 point difference between this plan's BrightScope Rating (63) and the top rated plan (87) could equate to:
[How is this calculated?]
12 additional years of work
Up to $179,500 in lost retirement savings.
The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.

 

Retirement Plan Description

Edward D. Jones & Co. Profit Sharing and 401k is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 63. This plan is in the top 15% of plans for Account Balances and Participation Rate. Edward D. Jones & Co. Profit Sharing and 401k currently has fewer than 100 active participants and over $4.0B in plan assets.


 Investment Menu Statistics

No. of Investment Options
38
Plan Average: 20
Largest Funds in this 401k: based on % allocation of assets
1. American Funds Fundamental Investors 6%
2. American Funds Growth Fund of America 4%
3. T. Rowe Price Blue Chip Growth 4%

 Retirement Plan Details

Address 3405 Kenyon Street, Suite 411
San Diego, CA 92110-5007 
Industry Offices of Real Estate Agents and Brokers
Administrator Brian Nelson
Net Plan Assets $3,960,000,000
Total Participants 10
Avg Account Balance $396,000,000

 
Plan Service Providers

Corporate Trustee Mercer (Marsh & McLennan)
Recordkeeper Mercer (Marsh & McLennan)
Consultant Various
Auditor PricewaterhouseCoopers LLP