Assets by plan
Share of aggregate retirement assets
Filings through .
JWD Group, Inc.
EIN 16-1237691designLatest filing 2025
Plans
2
Retirement
2
$208.4M assets
Health & Benefits
0
Participants
354
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $208.4M assets / 354 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
JWD GROUP, INC EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$186.6M
Participants277
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
JWD GROUP, INC. 401(K) PLAN
401(k)
Assets$21.8M
Participants77
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | JWD GROUP, INC EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $186.6M | 277 | 2025 |
| #004 | JWD GROUP, INC. 401(K) PLAN | 401(k) | $21.8M | 77 | 2025 |
- #002 · ESOP · 2025277
- #004 · 401(k) · 202577
Retirement plans