JGD & ASSOCIATES LLP
11 known aliases resolved via the canonical alias map
Market position · 2024
Plans served20+5 YoYRank #757 of mapped providers
Assets under administration$2.3B0.0%Market share · rank #2863
Fees received$273,743Median $12,375/planSum across Schedule C direct + indirect
Net wins YoY+59 won · 4 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical JGD & ASSOCIATES LLP plan look like?
Service mix · median fees per plan
Count of plans where JGD & ASSOCIATES LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Accounting (including auditing)Code 10 | 16 | $12,375 | |
Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees; Consulting (pension); Consulting feesCode 15 | 2 | $12,375 | |
Other feesCode 99 | 2 | $13,125 |
Competitor overlap
Percent of JGD & ASSOCIATES LLP's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under JGD & ASSOCIATES LLP.
| Sponsor | From | Assets |
|---|---|---|
TANDEM DIABETES CARE, INC.CA · 204327508-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $136M |
FLUIDRA NORTH AMERICACA · 814198874-001 | JOHN HANCOCK LIFE INSURANCE COMPANY | $105M |
BREG, INC.CA · 330361048-001 | RESOURCES INVESTMENT ADVISORS LLC | $42M |
MOR FURNITURE FOR LESS, INC.CA · 952858475-001 | PRINCIPAL LIFE INSURANCE COMPANY | $41M |
LIGAND PHARMACEUTICALS INC.CA · 770160744-001 | STRATEGIC ADVISORS, INC. | $29M |
CUE HEALTH INC.NJ · 271562193-001 | BURNHAM GIBSON WEALTH ADVISORS, INC | $24M |
MIRATI THERAPEUTICS, INC.CA · 462693615-001 | FIRST LIGHT RETIREMENT LLC | $0 |
PADRES LPCA · 330644351-004 | FIDELITY INVESTMENTS INSTITUTIONAL | $0 |
Plans lost in 2024
Appeared last year under JGD & ASSOCIATES LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
PIRCH, INC.CA · 260565897-001 | BUTTERFIELD SCHECHTER LLP | $10M |
GENERAL COATINGS CORPORATIONCA · 331012539-003 | PRINCIPAL LIFE INSURANCE COMPANY | $4M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
MITCHELL INTERNATIONAL INCCA · 943355101-001 | $658M | 6,779 | $18,060 | 8y | - |
KRATOS DEFENSE & SECURITY SOLUTIONS, INCCA · 133818604-001 | $534M | 4,687 | $29,000 | 10y | 2 |
GEMOLOGICAL INSTITUTE OF AMERICA, INCCA · 953797687-003 | $304M | 1,643 | $15,500 | 7y | 1 |
KRATOS INTEGRAL HOLDINGS LLCCA · 453455455-001 | $194M | 420 | $12,000 | 1y | - |
TANDEM DIABETES CARE, INC.CA · 204327508-001 | $136M | 2,874 | $9,500 | 1y | 1 |
FLUIDRA NORTH AMERICACA · 814198874-001 | $105M | 1,460 | $12,000 | 1y | - |
WELLA OPERATIONS US LLCCA · 852416861-001 | $68M | 764 | $12,250 | 3y | 1 |
REALTY INCOME CORPORATIONCA · 330580106-002 | $55M | 495 | $12,250 | 6y | - |
CHILD DEVELOPMENT ASSOCIATES, INC.CA · 330050042-001 | $52M | 391 | $11,000 | 10y | 1 |
TRELLIS WARE TECHNOLOGIES, INC.CA · 330922364-001 | $50M | 297 | $12,500 | 4y | - |
Flag exposure
85.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (11)
Raw Schedule C names collapsed into JGD & ASSOCIATES LLP.
- JDG & ASSOCIATES
- JDG & ASSOCIATES LLP
- JGD & ASSCOCIATES
- JGD & ASSOC
- JGD & ASSOCIATES
- JGD & ASSOCIATES LLP
- JGD & ASSOCIATES, LLP
- JGD AND ASSOCIATES
- JGD AND ASSOCIATES LLP
- JGD ASSOCIATES
- JGD&ASSOCIATES
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for JGD & ASSOCIATES LLP's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 2 | 10.00% | 7.76% | +2.24 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 6 | 30.00% | 1.71% | +28.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 8 | 40.00% | 1.76% | +38.24 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with JGD & ASSOCIATES LLP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).