Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Edward Jones
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
Edward Jones is named as a service provider on the Schedule C of 554 retirement plans with 100 or more participants for plan year 2024, covering 213,019 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $15.7M. Per plan, the median was $82.27 per participant, with the middle half of plans between $51.23 and $127. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Texas (43), Missouri (30) and Illinois (26).
In 2009 it appeared on 76 such filings; in 2024, 552 (up 626%). Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $51.23 | $82.27 | $127 |
| Compensation as a share of plan net assets | 0.18% | 0.23% | 0.32% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| American Tire Distributors, Inc. Retirement Plan | American Tire Distributors, Inc. | NC | 5,761 | $274M | $100K |
| Bozeman Health 403(b) Plan | Bozeman Deaconess Health Services DBA Bozeman Health | MT | 3,069 | $75.8M | $99K |
| TLC Management, Inc. 401(k) Plan | Tender Loving Care Management | IN | 2,716 | $31.0M | $50K |
| Nobis Rehab Partners 401(k) Savings Plan | Nobis Rehabilitation Partners, LLC | TX | 2,507 | $9.6M | $34K |
| Mountain View Hospital LLC 401(k) Plan | Mountain View Hospital LLC | ID | 2,438 | $70.1M | $126K |
| Bayshire 401(k) Plan | Bayshire, LLC | CA | 2,305 | $3.7M | $10K |
| Riceland Foods, Inc. 401(k) Retirement Plan | Riceland Foods, Inc. | AR | 2,178 | $74.4M | $65K |
| Ofs Brands Employee Savings Plan & Trust | Ofs Brands Holdings, Inc. | IN | 1,893 | $97.3M | $107K |
| Sti Group 401(k) Plan | Sti Holding Company, Inc. DBA Sti Group | TX | 1,845 | $14.3M | $33K |
| Braun Corporation Profit Sharing and 401(k) Plan | Braun Corporation | IN | 1,843 | $123M | $162K |
| Easterseals Midwest 403(b) Plan | Easterseals Midwest | MO | 1,820 | $13.8M | $29K |
| Central Processing Corp. Retirement Plan | Central Processing Corp. | WI | 1,799 | $92.6M | $112K |
| Dohrn Transfer Company 401(k) Profit Sharing Plan | Dohrn Transfer Company, LLC | IL | 1,748 | $33.3M | $58K |
| Fagron Holding USA, LLC 401(k) Profit Sharing Plan & Trust | Fagron Holding USA, LLC | TX | 1,620 | $49.9M | $82K |
| Omh Healthedge Holdings, Inc. 401(k) Plan | Omh Healthedge Holdings, Inc. | FL | 1,605 | $35.6M | $54K |
| Novae LLC 401(k) Retirement Plan | Novae Corporation | IN | 1,538 | $31.7M | $29K |
| Kay & Associates, Inc. Profit Sharing & Retirement Savings Plan | Kay and Associates, Inc. | IL | 1,513 | $23.1M | $46K |
| Renhill Staffing Service 401(k) Plan | Renhill Staffing Service | TX | 1,511 | $2.4M | $2,622 |
| Hall Hospitality Group LLC 401(k) Plan | Hall Hospitality Group LLC | SC | 1,470 | $9.3M | $26K |
| Primrose Retirement Plan | Primrose Retirement Communities | SD | 1,433 | $12.5M | $29K |
| Friendship Community Care Inc. 401(k) Profit Sharing Plan | Friendship Community Care Inc. | AR | 1,372 | $16.7M | $22K |
| Esi Holdings, Inc. 401(k) Plan | Esi Holdings, Inc. | ID | 1,318 | $47.1M | $75K |
| Scout Energy Management, LLC 401(k) P/s Plan | Scout Energy Management, LLC | TX | 1,220 | $91.6M | $70K |
| Carlie CS 401(k) Plan | Carlie CS Operation Center Inc. | NC | 1,205 | $9.5M | $19K |
| Quintairos Prieto Wood & Boyer P.A. 401(k) Plan | Quintairos Prieto Wood & Boyer, | FL | 1,187 | $76.2M | $78K |
| Cumberland Family Medical Center Safe Harbor 401(k) Plan | Cumberland Family Medical Center | KY | 1,135 | $59.7M | $73K |
| Daiohs USA, Inc. 401(k) Savings and Profit Sharing Plan | Daiohs USA, Inc. | IL | 1,097 | $23.3M | $45K |
| Miller's Health Systems, Inc. Profit Sharing Plan | Miller's Health Systems, Inc. | IN | 1,046 | $47.2M | $67K |
| Jetstream Ground Services, Inc. 401(k) Plan | Jetstream Ground Services, Inc. | FL | 1,020 | $3.0M | $20K |
| C&tdg Management 401(k) Plan | C&tdg Management LLC DBA Oak Dental Partners | GA | 1,009 | $20.4M | $42K |
| Four Rivers Nuclear Partnership Retirement Plan | Four Rivers Nuclear Partnership | KY | 998 | $108M | $126K |
| Cranial Technologies, Inc. 401(k) Plan | Cranial Technologies, Inc. | AZ | 975 | $38.9M | $53K |
| Amvc 401(k) Profit Sharing Plan | Amvc Employee Services, LLC | IA | 940 | $27.9M | $42K |
| Rosenbauer America, LLC 401(k) Profit Sharing Plan | Rosenbauer South Dakota, LLC | SD | 907 | $60.4M | $79K |
| Recon 401(k) Plan | Recon Management Services Inc. | LA | 867 | $60.7M | $84K |
| Oakwood Village University Woods Homes, Inc. 403(b) Plan | Oakwood Village University Woods Homes, Inc. | WI | 867 | $21.0M | $27K |
| Aires, LLC 401(k) Plan | Aires, LLC | AZ | 848 | $3.6M | $17K |
| Prime Controls, L.P. 401(k) Profit Sharing Plan | Prime Controls, L.P. | TX | 840 | $63.6M | $113K |
| The Weber Retirement Plan | Weber Enterprises, Inc. DBA Eugene Taco Bell | OR | 824 | $5.2M | $24K |
| Transystems Retirement Plan | Transport Leasing Company DBA Transystems Services | MT | 815 | $8.0M | $19K |
Questions and answers
How many plans does Edward Jones serve?
554 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Edward Jones?
The median plan reported $82.27 per participant in direct and indirect compensation (549 plans reporting an amount), or 0.23% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (plan) (356 plans), Investment advisory (participants) (139 plans), Trustee (bank, trust company, or similar financial institution) (54 plans) and Recordkeeping and information management (53 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.