How big is JDM Partners, LLC's plan?

JDM Partners, LLC's plan reported $1.7M in assets and 9 participants for 2024.

Original filing (PDF)20250912050524NAL0002930610001

JDM Partners, LLC

Name: JDM Partners, LLC — JDM Partners, LLC 401(k) Savings, Form 5500 (2024)
Creator: JDM Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JDM Partners, LLC 401(k) Savings Plan

401(k) retirement plan · JDM Partners, LLC's JDM Partners, LLC 401(k) Savings Plan held $1.7M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Jennifer Gray signed JDM Partners, LLC's 2024 Form 5500 as plan administrator.

Jennifer Gray — 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

JDM Partners, LLC's EIN is 26-3688548.

EIN 26-3688548

Plan number 001

Plan year 2024

ACK ID 20250912050524NAL0002930610001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JDM Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JDM Partners, 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 JDM PARTNERS, 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 (92nd percentile).

Plan sponsor

Name

JDM PARTNERS, LLC

EIN

all filings

Address

2400 ARIZONA BILTMORE CR. STE. 1270 · PHOENIX, AZ · 85016

Phone

(602) 956-7809

Industry

Real Estate

Plan administrator