How big is JDR Financial Services, LLC's plan?

JDR Financial Services, LLC's plan reported $937K in assets and 3 participants for 2024.

Original filing (PDF)20251008154258NAL0003402707001

JDR Financial Services, LLC

Name: JDR Financial Services, LLC — JDR Financial Services, Form 5500 (2024)
Creator: JDR Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JDR Financial Services 401(k) Retirement Plan

401(k) retirement plan · JDR Financial Services, LLC's JDR Financial Services 401(k) Retirement Plan held $937K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$937K

Net assets (EOY)

$937K

Plan identifiers

JDR Financial Services, LLC's EIN is 45-4797305.

EIN 45-4797305

Plan number 001

Plan year 2024

ACK ID 20251008154258NAL0003402707001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

JDR Financial Services, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JDR FINANCIAL SERVICES, 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