How big is J.R.D., Inc.'s plan?

J.R.D., Inc.'s plan reported $964K in assets and 17 participants for 2024.

Original filing (PDF)20250603085828NAL0010563633001

J.R.D., Inc.

Name: J.R.D., Inc. — J.R.D., Inc. 401(k) Plan, Form 5500 (2024)
Creator: J.R.D., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J.R.D., Inc. 401(k) Plan

401(k) retirement plan · J.R.D., Inc.'s J.R.D., Inc. 401(k) Plan held $964K in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$964K

Net assets (EOY)

$964K

People on this filing

Suzanne R. Velozo signed J.R.D., Inc.'s 2024 Form 5500 as plan administrator.

Suzanne R. Velozo — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

J.R.D., Inc.'s EIN is 04-2580315.

EIN 04-2580315

Plan number 001

Plan year 2024

ACK ID 20250603085828NAL0010563633001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for J.R.D., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

J.R.D., Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for J.R.D., INC..

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (22nd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).

Plan sponsor

Name

J.R.D., INC.

EIN

all filings

Address

P O BOX 351 · 3 SAMMY'S LANE · ASSONET, MA · 02702

Phone

(508) 644-5786

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-03

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

Hamilton Construction Company

The Contractors Plan Trust Health Reimbursement

$965K · 225 participants

PIMA Paving, Inc.

PIMA Paving, Inc. 401(k) Plan

$966K · 17 participants

A. LAMP Concrete Contractors, Inc.

A. LAMP Concrete Contractors, Inc. Retirement Savings Plan

$967K · 32 participants

The Perry Company of 7TH Avenue, Inc.

The Perry Company 401(k) Profit Sharing Plan

$960K · 11 participants

Parnell & Associates, Inc.

Parnell & Associates, Inc. 401(k) Plan

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.