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Original filing (PDF)20250926152641NAL0008720017001
COMPUTER GUIDANCE
Form 5500
FILING_RECEIVED
JDM TECHNOLOGY GROUP 401(K) PLAN
401(k) retirement plan
Active participants
198
Accounts w/ balance
264
Plan assets (EOY)
$13.3M
Net assets (EOY)
$13.3M
How this plan invests
This plan
31 pooled trusts
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 45 bps in Schedule C fees — 55% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMPUTER GUIDANCE.
Plan sponsor
Name
COMPUTER GUIDANCE
EIN
46-4707871
Address
14624 N. SCOTTSDALE ROAD · SUITE 350 · SCOTTSDALE, AZ · 85254
Phone
(480) 444-7000
Industry
Professional & Technical Servicessee 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
2025-09-26
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $60K | — |
Investments
16 direct securities · 31 pooled funds· $17.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Pooled Separate Account
$11.4M
31 holdings
Uncategorized
$5.8M
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Transamerica Life Ins. Co. Insurance Company/General Account | — | — | — | $1.7M | 12.8% | |
| TA VANGUARD SM-CP VAL IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 108 | Pooled Separate Account | — | — | $1.5M | 11.2% | |
| Transamerica Life Insurance Company BlackRock Lifepath Index 2025 Ret Opt | — | — | — | $1.3M | 9.9% | |
| STATE STREET RUSSELL SM CP VAL IDX TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 046 | Pooled Separate Account | — | — | $1.3M | 9.9% | |
| CALVERT EQ INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 439 | Pooled Separate Account | — | — | $1.1M | 8.5% | |
| LOOMIS SAYLES BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 150 | Pooled Separate Account | — | — | $1.1M | 8.3% | |
| Transamerica Life Insurance Company BlackRock Lifepath Index 2040 Ret Opt | — | — | — | $984K | 7.4% | |
| TA VANGUARD TRGT RTMENT 2010 RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 109 | Pooled Separate Account | — | — | $984K | 7.4% | |
| DWS INTL GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 287 | Pooled Separate Account | — | — | $841K | 6.3% | |
| TRANSAMERICA LG D BLACKROCK OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 047 | Pooled Separate Account | — | — | $628K | 4.7% | |
| TA BLACKROCK LP INDEX 2020 RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 110 | Pooled Separate Account | — | — | $547K | 4.1% | |
| Transamerica Life Insurance Company BlackRock Lifepath Index Ret Opt | — | — | — | $545K | 4.1% | |
| NEUBERGER BERMAN LG CAP VAL INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 044 | Pooled Separate Account | — | — | $545K | 4.1% | |
| TRANSAMERICA MLT-MGR ALT STGS OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 609 | Pooled Separate Account | — | — | $530K | 4.0% | |
| THORNBURG VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 130 | Pooled Separate Account | — | — | $341K | 2.6% | |
| Transamerica Life Insurance Company BlackRock Equity Dividend Inv Opt | — | — | — | $280K | 2.1% | |
| STATE STREET RUSSELL LG CP VAL IDX TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 120 | Pooled Separate Account | — | — | $280K | 2.1% | |
| AMERICAN FDS FDAMENTAL INVS RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 236 | Pooled Separate Account | — | — | $277K | 2.1% | |
| Transamerica Life Insurance Company Amer Fds New Perspective Inv | — | — | — | $216K | 1.6% | |
| INVESCO AMERICAN FRANCHISE INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 443 | Pooled Separate Account | — | — | $216K | 1.6% | |
| TRANSAMERICA LG CAP VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 299 | Pooled Separate Account | — | — | $187K | 1.4% | |
| Participants Participant Loans Rates of 4.25% - 9.5% - | — | — | — | $166K | 1.2% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | — | — | — | $165K | 1.2% | |
| FRANKLIN GR OPP RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 254 | Pooled Separate Account | — | — | $136K | 1.0% | |
| Transamerica Life Insurance Company State Street Russell Small Cap Index Ret Opt | — | — | — | $117K | 0.9% | |
| TA VANGUARD TRGT RTMENT 2015 RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 048 | Pooled Separate Account | — | — | $117K | 0.9% | |
| TRANSAMERICA LG CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 290 | Pooled Separate Account | — | — | $109K | 0.8% | |
| STATE STREET RUSSELL SM CP IDX OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 033 | Pooled Separate Account | — | — | $105K | 0.8% | |
| Transamerica Life Insurance Company Thornburg Small Mid/Cap Core Ret Opt | — | — | — | $90K | 0.7% | |
| BLACKROCK EQ DIVIDEND INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 124 | Pooled Separate Account | — | — | $90K | 0.7% | |
| BNY MELLON DYN VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 237 | Pooled Separate Account | — | — | $84K | 0.6% | |
| Transamerica Life Insurance Company American Funds EuroPacific Growth Fund | — | — | — | $74K | 0.6% | |
| GOLDMAN SACHS TECH OPP INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 058 | Pooled Separate Account | — | — | $74K | 0.6% | |
| TRANSAMERICA SMALL CAP VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 002 | Pooled Separate Account | — | — | $67K | 0.5% | |
| Transamerica Life Insurance Company PGIM Jennison Utility Inv Opt | — | — | — | $60K | 0.4% | |
| DELAWARE IVY SCIENCE & TECH INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 082 | Pooled Separate Account | — | — | $60K | 0.4% | |
| Transamerica Life Insurance Company Loomis Sayles Investment Grade Bond | — | — | — | $58K | 0.4% | |
| TRANSAMERICA INTL GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 083 | Pooled Separate Account | — | — | $58K | 0.4% | |
| GOLDMAN SACHS MID CAP VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 080 | Pooled Separate Account | — | — | $50K | 0.4% | |
| Transamerica Life Insurance Company BlackRock Global Allocation Ret Opt | — | — | — | $23K | 0.2% | |
| COLUMBIA INC OPP INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 228 | Pooled Separate Account | — | — | $23K | 0.2% | |
| BLACKROCK CAPITAL APPR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 252 | Pooled Separate Account | — | — | $19K | 0.1% | |
| Transamerica Life Insurance Company Invesco International Bond Ret Opt | — | — | — | $13K | <0.1% | |
| PGIM JENNISON UTILITY INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 085 | Pooled Separate Account | — | — | $13K | <0.1% | |
| Transamerica Life Insurance Company Allspring Precious Metals Inv Opt | — | — | — | $9K | <0.1% | |
| BLACKROCK CAPITAL APPR INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 123 | Pooled Separate Account | — | — | $9K | <0.1% | |
| TRANSAMERICA PTNR SM CORE RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 034 | Pooled Separate Account | — | — | $4K | <0.1% |
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