PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. JDL CUSTOM INC
Sponsor portfolio

JDL CUSTOM INC

EIN 36-4599164-Manufacturing-Latest filing 2024
Plans
2
Retirement
2
$339K assets
Welfare
0
Participants
12
146 GUADALUPE ST - SAN ANTONIO, TX 78204210-226-1092
Plans on this EIN
2 filings
#001401k-$193K - 7 part#002CashBalance-$145K - 5 part

Retirement portfolio analytics

2 plans aggregated / $339K assets / 12 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • PROFIT SHARING PLAN (#001)57%
  • CASH BALANCE PLAN (#002)43%
Total $339KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)7
  • CASH BALANCE PLAN (#002)5
Total 12Click 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

JDL CUSTOM, INC 401K PROFIT SHARING PLAN

401k

Assets$193K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JDL CUSTOM, INC. CASH BALANCE PLAN

CashBalance

Assets$145K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JDL CUSTOM, INC 401K PROFIT SHARING PLAN401k$193K72024
002JDL CUSTOM, INC. CASH BALANCE PLANCashBalance$145K52024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica