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Sponsor portfolio

JRD ENTERPRISES, LLC

EIN 82-2077466-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
22
701 AVENUE G - FORT MADISON, IA 52627319-372-8923
Plans on this EIN
2 filings
#001401k-$2.9M - 13 part#002CashBalance-$1.7M - 9 part

Retirement portfolio analytics

2 plans aggregated / $4.6M assets / 22 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • ENTERPRISES L.L.C. 401(K) (#001)63%
  • CASH BALANCE PLAN (#002)37%
Total $4.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ENTERPRISES L.L.C. 401(K) (#001)13
  • CASH BALANCE PLAN (#002)9
Total 22Click 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

JRD ENTERPRISES L.L.C. 401(K)

401k

Assets$2.9M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

JRD ENTERPRISES, LLC CASH BALANCE PLAN

CashBalance

Assets$1.7M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JRD ENTERPRISES L.L.C. 401(K)401k$2.9M132025
002JRD ENTERPRISES, LLC CASH BALANCE PLANCashBalance$1.7M92024
Retirement plans
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