How big is JSD Management, Inc. d/b/a James Stevens & Daniels' plan?

JSD Management, Inc. d/b/a James Stevens & Daniels' plan reported $1.5M in assets and 14 participants for 2025.

Original filing (PDF)20260408215550NAL0012135584001

JSD Management, Inc. d/b/a James Stevens & Daniels

Name: JSD Management, Inc. d/b/a James Stevens & Daniels — Form 5500 Plan 001 (2025)
Creator: JSD Management, Inc. d/b/a James Stevens & Daniels
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JSD Management, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · JSD Management, Inc. d/b/a James Stevens & Daniels' JSD Management, Inc. 401(k) Profit Sharing Plan held $1.5M in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

JSD Management, Inc. d/b/a James Stevens & Daniels' EIN is 20-8272463.

EIN 20-8272463

Plan number 001

Plan year 2025

ACK ID 20260408215550NAL0012135584001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for JSD Management, Inc. d/b/a James Stevens & Daniels from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

JSD Management, Inc. d/b/a James Stevens & Daniels' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JSD MANAGEMENT, INC. D/B/A JAMES STEVENS & DANIELS.

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

Helping the score