401k Record

Providers › JGD & Associates LLP

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.

Services reported

Service codeMeaningPlans
10Accounting (including auditing)11
50Direct payment from the plan3
15Recordkeeping and information management2
17Consulting (pension)2
64Recordkeeping fees2
70Consulting fees2
99Other fees2

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
Kratos Defense & Security Solutions, Inc. Employee Savings and Investment PlanKratos Defense & Security Solutions $534,301,8243,822$29,000
Tandem Diabetes Care, Inc. 401(k) PlanTandem Diabetes Care $136,034,0682,715$9,500
Wella Retirement Savings PlanWella Operations US $67,786,691756$12,250
Realty Income Retirement Savings PlanrecordkeeperRealty Income $55,413,604484$12,250
Child Development Associates, Inc. 401(k) Profit Sharing PlanChild Development Associates $51,861,506386$11,000
Trellisware Technologies 401(k) Retirement PlanrecordkeeperTrellis Ware Technologies $49,774,101297$12,500
Breg, Inc. 401(k) PlanBreg $42,211,640802$15,500
MOR Furniture for Less, Inc. Employee Employee Savings PlanMOR Furniture for Less $40,891,957633$0
Ligand Pharmaceuticals Inc. 401(k) PlanLigand Pharmaceuticals $28,888,968206$9,750
Cue 401(k) PlanCue Health $23,986,922602$9,000
Azul Hospitality 401k PlanAzul Hospitality $9,025,264472$14,500
Alpha Mechanical Pension Plan and TrustAlpha Mechanical $6,091,690106$12,500
San Diego Padres Minor League Players 401(k) PlanPadres $00$7,500
Mirati Therapeutics, Inc. 401(k) PlanMirati Therapeutics $00$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.