How big is JDI Patent's plan?

JDI Patent's plan reported $2.6M in assets and 2 participants for 2024.

Original filing (PDF)20251001113028NAL0031526258001

JDI Patent

Name: JDI Patent — JDI Patent 401(k) Plan & Trust, Form 5500 (2024)
Creator: JDI Patent
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JDI Patent 401(k) Plan & Trust

401(k) retirement plan · JDI Patent's JDI Patent 401(k) Plan & Trust held $2.6M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

BING Isenberg signed JDI Patent's 2024 Form 5500 as plan administrator.

BING Isenberg — 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

JDI Patent's EIN is 20-8224269.

EIN 20-8224269

Plan number 001

Plan year 2024

ACK ID 20251001113028NAL0031526258001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JDI Patent from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JDI Patent's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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 average account balance (97th percentile).

Plan sponsor

Name

JDI PATENT

EIN

all filings

Address

809 CORPORATE WAY · FREMONT, CA · 94539

Phone

(510) 668-0965

Industry

Professional & Technical Services

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

2025-10-01

Pension benefit codes

2D · Offset of another plan

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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