Original filing (PDF)20240918095745NAL0004351393001

JDI INSURANCE BY DESIGN AGENCY LLC

Name: JDI INSURANCE BY DESIGN AGENCY LLC — JDI INSURANCE BY DESIGN LLC AGENCY 401K PLAN, Form 5500 (2023)
Creator: JDI INSURANCE BY DESIGN AGENCY LLC

Form 5500-SF

FILING_RECEIVED

JDI INSURANCE BY DESIGN LLC AGENCY 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$198K

Net assets (EOY)

$198K

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 (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

JDI INSURANCE BY DESIGN AGENCY LLC

EIN

27-4296151all filings

Address

13465 MIDWAY RD STE 202 · DALLAS, TX · 752445201

Phone

(972) 499-3414

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator