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Sponsor portfolio

JDOC LLC

EIN 20-4483738-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
20
10210 N 92ND ST STE 302 - SCOTTSDALE, AZ 85258480-606-8252
Plans on this EIN
2 filings
#001401k-$849K - 10 part#002CashBalance-$650K - 10 part

Retirement portfolio analytics

2 plans aggregated / $1.5M assets / 20 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • PLAN AND TRUST (#001)57%
  • CASH BALANCE PLAN (#002)43%
Total $1.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)10
  • CASH BALANCE PLAN (#002)10
Total 20Click 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#001

JDOC LLC 401K PROFIT SHARING PLAN AND TRUST

401k

Assets$849K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JDOC LLC CASH BALANCE PLAN

CashBalance

Assets$650K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JDOC LLC 401K PROFIT SHARING PLAN AND TRUST401k$849K102024
002JDOC LLC CASH BALANCE PLANCashBalance$650K102024
Retirement plans
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