Charles D. Jones & Company, Inc.ESOP
CHARLES D. JONES & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN · KANSAS CITY, MO · plan year 2024
Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works
Charles D. Jones & Company, Inc. reported $410 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $13,904 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.
Across the 2 years on file its reported administrative ratio rose from 0.000% to 0.001%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 244th-largest of 1,393 plans among Missouri employers on file, and the 566th of 4,246 in wholesale trade. active participation has grown from 136 to 154 since 2022.
Charles D. Jones & Company, Inc.'s 2024 employer contribution ran above the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
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Source: U.S. Department of Labor, Form 5500 series, EIN 440538292 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.