Plans listing this provider
14
0.02% of the 56,420 plans with Schedule H financials; 11 in 2023
Providers › JGD & Associates LLP
Plans listing this provider
14
0.02% of the 56,420 plans with Schedule H financials; 11 in 2023
Assets of those plans
$1,046,268,235
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
2
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$173,283
93% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
| Service code | Meaning | Plans |
|---|---|---|
| 10 | Accounting (including auditing) | 11 |
| 50 | Direct payment from the plan | 3 |
| 15 | Recordkeeping and information management | 2 |
| 17 | Consulting (pension) | 2 |
| 64 | Recordkeeping fees | 2 |
| 70 | Consulting fees | 2 |
| 99 | Other fees | 2 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Kratos Defense & Security Solutions, Inc. Employee Savings and Investment Plan | Kratos Defense & Security Solutions | $534,301,824 | 3,822 | $29,000 |
| Tandem Diabetes Care, Inc. 401(k) Plan | Tandem Diabetes Care | $136,034,068 | 2,715 | $9,500 |
| Wella Retirement Savings Plan | Wella Operations US | $67,786,691 | 756 | $12,250 |
| Realty Income Retirement Savings Planrecordkeeper | Realty Income | $55,413,604 | 484 | $12,250 |
| Child Development Associates, Inc. 401(k) Profit Sharing Plan | Child Development Associates | $51,861,506 | 386 | $11,000 |
| Trellisware Technologies 401(k) Retirement Planrecordkeeper | Trellis Ware Technologies | $49,774,101 | 297 | $12,500 |
| Breg, Inc. 401(k) Plan | Breg | $42,211,640 | 802 | $15,500 |
| MOR Furniture for Less, Inc. Employee Employee Savings Plan | MOR Furniture for Less | $40,891,957 | 633 | $0 |
| Ligand Pharmaceuticals Inc. 401(k) Plan | Ligand Pharmaceuticals | $28,888,968 | 206 | $9,750 |
| Cue 401(k) Plan | Cue Health | $23,986,922 | 602 | $9,000 |
| Azul Hospitality 401k Plan | Azul Hospitality | $9,025,264 | 472 | $14,500 |
| Alpha Mechanical Pension Plan and Trust | Alpha Mechanical | $6,091,690 | 106 | $12,500 |
| San Diego Padres Minor League Players 401(k) Plan | Padres | $0 | 0 | $7,500 |
| Mirati Therapeutics, Inc. 401(k) Plan | Mirati Therapeutics | $0 | 0 | $18,033 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.