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Original filing (PDF)20250930051745NAL0005340803001
JDS INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
JDS INDUSTRIES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
290
Accounts w/ balance
159
Plan assets (EOY)
$12.1M
Net assets (EOY)
$12.1M
How this plan invests
This plan
14 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- 55% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (11 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JDS INDUSTRIES, INC..
Plan sponsor
Name
JDS INDUSTRIES, INC.
EIN
46-0415545
Address
1800 EAST 57TH STREET NORTH · SIOUX FALLS, SD · 57104
Phone
(605) 271-9111
Industry
Wholesale Tradesee 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
2025-09-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ELO PROF LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $13K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | INVESTMENT ADVISOR | $0 | — |
Investments
14 direct securities· $12.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX I | Registered Investment Companies | — | — | $2.4M | 20.0% | |
| PIMCO STOCKSPLUS INTL A | Registered Investment Companies | — | — | $1.9M | 15.6% | |
| PUTNAM LARGE CAP VALUE A | Registered Investment Companies | — | — | $1.7M | 13.9% | |
| INVESCO SMALL CAP VALUE A | Registered Investment Companies | — | — | $1.2M | 9.9% | |
| ALLSPRING CORE PLUS BOND A | Registered Investment Companies | — | — | $1.1M | 9.5% | |
| BLACKROCK T-FUND - PREMIER | Registered Investment Companies | — | — | $998K | 8.3% | |
| COLUMBIA SM CAP IDX A | Registered Investment Companies | — | — | $966K | 8.0% | |
| VIRTUS KAR SMALL-CAP GROWTH A | Registered Investment Companies | — | — | $634K | 5.3% | |
| ALS INDEX ASSET ALLOCATION A | Registered Investment Companies | — | — | $307K | 2.5% | |
| PIMCO STOCKSPLUS FUND -A | Registered Investment Companies | — | — | $232K | 1.9% | |
| JOHN HANCOCK BAL R2 | Registered Investment Companies | — | — | $225K | 1.9% | |
| PIMCO HIGH YIELD FUND - A | Registered Investment Companies | — | — | $179K | 1.5% | |
| MFS INTL INTRINSIC VALUE - A | Registered Investment Companies | — | — | $161K | 1.3% | |
| BLACKROCK STRAT GLOBAL BOND A | Registered Investment Companies | — | — | $10K | <0.1% |
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