How big is CJD Asset Management's plan?

CJD Asset Management's plan reported $608K in assets and 4 participants for 2023.

Original filing (PDF)20250506173616NAL0013963520001

CJD Asset Management

Name: CJD Asset Management — CJD Asset Management 401(k), Form 5500 (2023)
Creator: CJD Asset Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CJD Asset Management 401(k) Plan & Trust

401(k) retirement plan · CJD Asset Management's CJD Asset Management 401(k) Plan & Trust held $608K in plan assets for 4 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$608K

Net assets (EOY)

$608K

People on this filing

Jayne HAM signed CJD Asset Management's 2023 Form 5500 as plan administrator.

Jayne HAM — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

CJD Asset Management's EIN is 47-2493910.

EIN 47-2493910

Plan number 001

Plan year 2023

ACK ID 20250506173616NAL0013963520001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for CJD Asset Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

CJD Asset Management's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CJD ASSET MANAGEMENT.

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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