Retirement plan

JADCO DEVELOPMENT INC 401(K) PROFIT SHARING PLAN & TRUST

Name: JADCO DEVELOPMENT INC - JADCO DEVELOPMENT INC 401(K) PROFIT SHARING PLAN & TRUST (2025) Form 5500
Creator: JADCO DEVELOPMENT INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JADCO DEVELOPMENT INC 401(K) PROFIT SHARING PLAN & TRUST, JADCO DEVELOPMENT INC

JADCO DEVELOPMENT INCEIN 74-2724931Plan #002PY 2025

800 COLLINSVILLE RD - COLUMBUS, NC 287229510512-478-0017

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$3.2M

+15.0% from 2024

Total participants

0.0% from 2024

Average account balance

$3,229,628

+15.0% from 2024

Annual return

13.60%

-14.00 pp from 2024

Benchmarks

See 15,991 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort15,991 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$3.23M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$3.2M

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$40K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$40K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.60%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$120

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$120

$120 / participant

Other / not subdivided$120100.0%

% of EOY assets

0.004%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$3,229,628

$180,749+1686.8%

$160,784+1908.7%

$137,256+2253.0%

Participation rate

100.0%

80.0%+20.0pp

77.0%+23.0pp

80.0%+20.0pp

Annual return

13.60%

2234.46%-2220.9pp

1803.92%-1790.3pp

220.34%-206.7pp

Employer contribution / active EE

$10,350

$4,155+149.1%

$3,733+177.3%

$4,156+149.0%

Participant deferral / active EE

$29,616

$6,844+332.7%

$6,293+370.6%

$6,407+362.3%

Admin fee / account holder

$120

$10,397-98.8%

$9,717-98.8%

$12,270-99.0%

JADCO DEVELOPMENT INC 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JADCO DEVELOPMENT INC 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion