What public Form 5500 filings show about the JD Strategic Advisors Inc. 401(k) plan — and how to find and check your own account.
JD Strategic Advisors Inc. (EIN 33-1647325) reports JD STRATEGIC ADVISORS INC. 401(K) PLAN on its most recent Form 5500, with $650K in plan assets across 3 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full JD Strategic Advisors Inc. filing — schedules, fees, and providers.
JD Strategic Advisors Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask JD Strategic Advisors Inc.HR for the recordkeeper’s name and login.
