How big is JAD Consulting, LLC's plan?

JAD Consulting, LLC's plan reported $4.7M in assets and 9 participants for 2025.

Original filing (PDF)20260512141109NAL0008611232001

JAD Consulting, LLC

Name: JAD Consulting, LLC — JAD Consulting, LLC 401(k), Form 5500 (2025)
Creator: JAD Consulting, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JAD Consulting, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · JAD Consulting, LLC's JAD Consulting, LLC 401(k) Profit Sharing Plan held $4.7M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

People on this filing

Joseph de MAIO signed JAD Consulting, LLC's 2025 Form 5500 as plan administrator.

Joseph de MAIO — 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

JAD Consulting, LLC's EIN is 06-1708689.

EIN 06-1708689

Plan number 001

Plan year 2025

ACK ID 20260512141109NAL0008611232001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for JAD Consulting, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

JAD Consulting, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAD CONSULTING, LLC.

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

JAD CONSULTING, LLC

EIN

all filings

Address

61 BROADWAY - SUITE 512 · NEW YORK, NY · 10006

Phone

(212) 509-3525

Industry

CPA Offices· Professional & Technical Services

Plan administrator