Back to filter
Original filing (PDF)20250903080409NAL0008931603001
JOHNSON DEVELOPMENT ASSOCIATES, INC.
Form 5500
FILING_RECEIVED
JDA 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
157
Accounts w/ balance
184
Plan assets (EOY)
$25.3M
Net assets (EOY)
$25.3M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOHNSON DEVELOPMENT ASSOCIATES, INC..
Plan sponsor
Name
JOHNSON DEVELOPMENT ASSOCIATES, INC.
EIN
57-0833391
Address
100 DUNBAR ST · STE. 400 · SPARTANBURG, SC · 29306
Phone
(864) 594-5809
Industry
Real Estatesee 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
2025-09-03
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
GOSNELL MENARD ROBINSON INFANTE CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $47K | — |
| ONE DIGITAL INVESTMENT ADVISORS | — | OVERLAND PARK, KS | NONE | $12K | — |
Investments
29 direct securities · 1 pooled fund· $25.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$24.2M
29 holdings
Common Collective Trust
$995K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $4.2M | 16.6% | |
| American Century Growth R6 American Century 0 | — | — | — | $3.0M | 11.9% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $2.8M | 11.1% | |
| T. Rowe Price Retirement 2060 I T. Rowe Price 0 | — | — | — | $2.1M | 8.4% | |
| Fidelity Mid Cap Index Fidelity 0 | — | — | — | $1.7M | 6.6% | |
| Fidelity International Index Fidelity 0 | — | — | — | $1.1M | 4.2% | |
| MFS Mid Cap Value R6 MFS 0 | — | — | — | $1.0M | 4.1% | |
| MORLEY STABLE VALUE FUND FEE CLASS MORLEY FINANCIAL SERVICES, INC. · EIN 93-6274329 / PN 125 | Common Collective Trust | — | — | $995K | 3.9% | |
| DFA U.S. Targeted Value Portfolio I DFA 0 | — | — | — | $860K | 3.4% | |
| T. Rowe Price Retirement 2055 I T. Rowe Price 0 | — | — | — | $810K | 3.2% | |
| (CL) Invesco Discovery R6 Invesco 0 | — | — | — | $808K | 3.2% | |
| T. Rowe Price Retirement 2045 I T. Rowe Price 0 | — | — | — | $755K | 3.0% | |
| Fidelity Small Cap Index Fidelity 0 | — | — | — | $730K | 2.9% | |
| Dodge & Cox Income Fund I Dodge & Cox 0 | — | — | — | $704K | 2.8% | |
| T. Rowe Price Retirement 2050 I T. Rowe Price 0 | — | — | — | $649K | 2.6% | |
| American Funds American Balanced R6 American Funds 0 | — | — | — | $561K | 2.2% | |
| T. Rowe Price Retirement 2040 I T. Rowe Price 0 | — | — | — | $514K | 2.0% | |
| Macquarie Mid Cap Growth R6 Macquarie 0 | — | — | — | $395K | 1.6% | |
| T. Rowe Price Retirement 2035 I T. Rowe Price 0 | — | — | — | $358K | 1.4% | |
| T. Rowe Price Retirement 2015 I T. Rowe Price 0 | — | — | — | $343K | 1.4% | |
| T. Rowe Price Retirement 2030 I T. Rowe Price 0 | — | — | — | $315K | 1.2% | |
| JHancock International Growth R6 John Hancock 0 | — | — | — | $133K | 0.5% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $107K | 0.4% | |
| Fidelity RealEstate Investment Portf Fidelity 0 | — | — | — | $100K | 0.4% | |
| T. Rowe Price Retirement 2020 I T. Rowe Price 0 | — | — | — | $73K | 0.3% | |
| DFA International Value Portfolio I DFA 0 | — | — | — | $60K | 0.2% | |
| American Funds US Government Sec R6 American Funds 0 | — | — | — | $44K | 0.2% | |
| PIMCO Intl Bond (USDHedged) I PIMCO 0 | — | — | — | $8K | <0.1% | |
| T. Rowe Price Retirement 2025 I T. Rowe Price 0 | — | — | — | $4K | <0.1% | |
| Contribution Account Ascensus Trust Company 0 | — | — | — | $2K | <0.1% |