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Sponsor portfolio

JD ADVISING, INC.

EIN 81-2593744-e-learning-Latest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
26
17401 WEST 12 MILE ROAD, SUITE A - LATHRUP VILLAGE, MI 48076248-703-2960jdadvising.comLinkedIn11-50 employeese-learning
Plans on this EIN
2 filings
#001401k-$1.3M - 19 part#002CashBalance-$50K - 7 part

Retirement portfolio analytics

2 plans aggregated / $1.3M assets / 26 participants

Assets by plan

Share of aggregate retirement assets

96%top
  • ADVISING, INC. 401(K) (#001)96%
  • CASH BALANCE PLAN (#002)4%
Total $1.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ADVISING, INC. 401(K) (#001)19
  • CASH BALANCE PLAN (#002)7
Total 26Click 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

JD ADVISING, INC. 401(K) PLAN

401k

Assets$1.3M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JD ADVISING, INC. CASH BALANCE PLAN

CashBalance

Assets$50K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JD ADVISING, INC. 401(K) PLAN401k$1.3M192025
002JD ADVISING, INC. CASH BALANCE PLANCashBalance$50K72025
Retirement plans
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