AUMdb

Charles D. Jones & Company, Inc. Employee Stock Ownership Plan

Sponsored by Charles D. Jones & Company, Inc. · EIN 440538292 · Plan #003

Total assets
$74.6M
Net assets
$72.9M
Active participants
154
With balances
176

Plan year beginning 01/01/2024 · Stock bonus

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

No Schedule C on file for this plan year.