Assets by plan
Share of aggregate retirement assets
68%top
Sponsor portfolio
CJD ASSET MANAGEMENT
EIN 47-2493910Real Estate and Rental and LeasingLatest filing 2025
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
8
11713 DOROTHY ANNE WAY - CUPERTINO, CA 95014408-981-8800
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.7M assets / 8 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CJD ASSET MANAGEMENT DEFINED BENEFIT PLAN & TRUST
TraditionalDB
Assets$1.9M
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
CJD ASSET MANAGEMENT 401(K) PLAN & TRUST
401k
Assets$867K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CJD ASSET MANAGEMENT DEFINED BENEFIT PLAN & TRUST | TraditionalDB | $1.9M | 4 | 2025 | |
| 001 | CJD ASSET MANAGEMENT 401(K) PLAN & TRUST | 401k | $867K | 4 | 2025 |
Retirement plans