How big is JD Saenz & Associates LLC's plan?

JD Saenz & Associates LLC's plan reported $435K in assets and 3 participants for 2023.

Original filing (PDF)20240530190620NAL0028138850001

JD Saenz & Associates LLC

Name: JD Saenz & Associates LLC — Form 5500 (2023)
Creator: JD Saenz & Associates LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · JD Saenz & Associates LLC held $435K in plan assets for 3 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$435K

Net assets (EOY)

$435K

People on this filing

Jose Saenz signed JD Saenz & Associates LLC's 2023 Form 5500 as plan administrator.

Jose Saenz — 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

JD Saenz & Associates LLC's EIN is 47-5038578.

EIN 47-5038578

Plan number 001

Plan year 2023

ACK ID 20240530190620NAL0028138850001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for JD Saenz & Associates LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

JD Saenz & Associates LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JD SAENZ & ASSOCIATES LLC.

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).

Plan sponsor

Name

JD SAENZ & ASSOCIATES LLC

EIN

all filings

Address

1524 N SUGAR ROAD · EDINBURG, TX · 78541

Phone

(512) 431-4587

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-30

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

K Willow Consulting, LLC

K Willow Consulting Defined Benefit Plan

$435K · 3 participants

3SG Plus LLC

3SG Plus, LLC 401(k) Plan

$434K · 32 participants

Sophus IT Solutions LLC

Sophus IT Solutions 401(k)

$434K · 35 participants

Marco Beverage Systems

Marco Beverage Systems Retirement Trust

$434K · 8 participants

IS&T Consulting Group LLC

IS & T Consulting Group LLC 401(k) Plan

$435K · 33 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.