PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. THE J.D. GROUP, INC.
Sponsor portfolio

THE J.D. GROUP, INC.

EIN 95-4235050-Construction-Latest filing 2025
Plans
3
Retirement
3
$5.3M assets
Welfare
0
Participants
79
1537 PONTIUS AVENUE, SUITE B - LOS ANGELES, CA 90025310-575-5551
Plans on this EIN
3 filings
#002TraditionalDB-$3.1M - 20 part#001401k-$1.9M - 35 part#003CashBalance-$295K - 24 part

Retirement portfolio analytics

3 plans aggregated / $5.3M assets / 79 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • DEFINED BENEFIT PENSION (#002)59%
  • PROFIT SHARING PLAN (#001)36%
  • CASH BALANCE PLAN (#003)6%
Total $5.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)35
  • CASH BALANCE PLAN (#003)24
  • DEFINED BENEFIT PENSION (#002)20
Total 79Click 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

THE J.D. GROUP, INC. DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$3.1M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

THE J.D. GROUP, INC. 401K PROFIT SHARING PLAN

401k

Assets$1.9M
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

THE J.D. GROUP, INC. CASH BALANCE PLAN

CashBalance

Assets$295K
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002THE J.D. GROUP, INC. DEFINED BENEFIT PENSION PLANTraditionalDB$3.1M202025
001THE J.D. GROUP, INC. 401K PROFIT SHARING PLAN401k$1.9M352024
003THE J.D. GROUP, INC. CASH BALANCE PLANCashBalance$295K242024
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