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Sponsor portfolio

JDM INVESTMENTS, INC.

EIN 36-4742290-Construction-Latest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
42
120 SALEM TOWNE CT - APEX, NC 27502919-267-5124
Plans on this EIN
2 filings
#002CashBalance-$875K - 13 part#001401k-$751K - 29 part

Retirement portfolio analytics

2 plans aggregated / $1.6M assets / 42 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • CASH BALANCE PLAN (#002)54%
  • EMPLOYEE RETIREMENT PLAN (#001)46%
Total $1.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE RETIREMENT PLAN (#001)29
  • CASH BALANCE PLAN (#002)13
Total 42Click 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

ARW CONCRETE CASH BALANCE PLAN

CashBalance

Assets$875K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ARW CONCRETE EMPLOYEE RETIREMENT PLAN

401k

Assets$751K
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ARW CONCRETE CASH BALANCE PLANCashBalance$875K132024
001ARW CONCRETE EMPLOYEE RETIREMENT PLAN401k$751K292024
Retirement plans
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