Charles D. Jones & Company, Inc.ESOP
CHARLES D. JONES & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN · RIVERSIDE, MO · plan year 2022
Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works
Charles D. Jones & Company, Inc. reported $4 in plan administrative expenses for 2022: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $12,810 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other wholesale trade employers. By assets it is the 379th-largest of 1,393 plans among Missouri employers on file, and the 1,043rd of 4,246 in wholesale trade.
Charles D. Jones & Company, Inc.'s 2022 employer contribution ran above the $2,266 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 431795872 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.