Jones/Covey Group 401(k) match, vesting and fees
What Jones/Covey Group's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | John Hancock Life Insurance Company | Schedule C ↗ |
| Independent auditor | Maurer, Graf & Rivera, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 3,874 defined-contribution plans in construction with 100 to 499 participants.
| Jones/Covey Group: employer contribution per participant | $2,663 | |
| Peer median | $2,411 |
| Jones/Covey Group: average balance | $21,187 | |
| Peer median | $61,921 |
| Jones/Covey Group: admin expenses ÷ assets | 0.86% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $4.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 238 | $4.8M | $602K | $2,663 | 0.86% | Not published | Form 5500 ↗ |
Other Jones/Covey Group plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Jones/Covey Group, Inc. 401(k) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Newport Group Inc. | Schedule C ↗ |
| Independent auditor | Maurer, Graf & Riveria (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Jones/Covey Group match 401(k) contributions?
The match terms for the Jones/Covey Group, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $602K in employer contributions, about $2,663 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Jones/Covey Group 401(k) match vested?
The vesting schedule for the Jones/Covey Group, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Jones/Covey Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is John Hancock Life Insurance Company. The plan administrator is Jones/Covey Group, Inc..
I left Jones/Covey Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Jones/Covey Group, Inc., (888) 972-7581) or the recordkeeper, John Hancock Life Insurance Company. The Jones/Covey Group old 401(k) page lists the contacts from every plan filing. Find an old Jones/Covey Group 401(k)
Data from the public Form 5500 annual reports Jones/Covey Group filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Jones/Covey Group. Not financial advice. Report a correction · Methodology