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Original filing (PDF)20251001085702NAL0012956289001
JD2 REALTY MANAGEMENT LLC
Form 5500
FILING_RECEIVED
JD2 RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 1
99% in single holding
Active participants
41
Accounts w/ balance
417
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard S&P 500 Index ETF Mutual Fund" is 99% of plan.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JD2 REALTY MANAGEMENT LLC.
Plan sponsor
Name
JD2 REALTY MANAGEMENT LLC
EIN
45-4371678
Address
250 WEST 55TH STREET · 35TH FLOOR · NEW YORK, NY · 10019
Phone
(212) 586-3010
Industry
Real Estatesee all
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
2E · Profit-sharing
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
2 direct securities· $4.0M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 Index ETF Mutual Fund | — | — | $2.0M | $4.0M | 96.6% | |
| Cash | — | — | $21K | $21K | 0.5% |
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