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Sponsor portfolio

JWD GROUP, INC.

EIN 16-1237691-design-Latest filing 2024
Plans
2
Retirement
2
$92.7M assets
Welfare
0
Participants
616
300 COLVIN WOODS PARKWAY - TONAWANDA, NY 14150716-832-1940jwdgroup.netLinkedIn1-10 employeesdesign
Plans on this EIN
2 filings
#002ESOP-$58.7M - 296 part#004401k-$33.9M - 320 part

Retirement portfolio analytics

2 plans aggregated / $92.7M assets / 616 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • EMPLOYEE STOCK OWNERSHIP (#002)63%
  • GROUP, INC. 401(K) (#004)37%
Total $92.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • GROUP, INC. 401(K) (#004)320
  • EMPLOYEE STOCK OWNERSHIP (#002)296
Total 616Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

JWD GROUP, INC EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$58.7M
Participants296
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

JWD GROUP, INC. 401(K) PLAN

401k

Assets$33.9M
Participants320
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002JWD GROUP, INC EMPLOYEE STOCK OWNERSHIP PLANESOP$58.7M2962024
004JWD GROUP, INC. 401(K) PLAN401k$33.9M3202024
Retirement plans
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