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Original filing (PDF)20250924140128NAL0003062019001
JD BANK 401K PLAN
Form 5500
FILING_RECEIVED
JD BANK 401K PLAN
401(k) retirement plan
Active participants
248
Accounts w/ balance
230
Plan assets (EOY)
$16.6M
Net assets (EOY)
$16.6M
How this plan invests
This plan
35 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
- 44 bps in Schedule C fees — 52% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JD BANK 401K PLAN.
Plan sponsor
Name
JD BANK 401K PLAN
EIN
72-1176368
Address
PO BOX 670 · JENNINGS, LA · 70546
Phone
(337) 246-5364
Industry
Commercial Banking· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
WIPFLI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MVP PLAN ADMINISTRATORS, INC. | 56-2263714 | — | RECORDKEEPER | $25K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | INVESTMENT ADVISOR | $29K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WIPFLI LLP | 39-0758449 | — | AUDITOR | $11K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER CAPITAL | — | MEMPHIS, TN | VALUATOR | $8K | — |
Investments
35 direct securities· $16.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2035 R6 Mutual funds | — | — | — | $2.4M | 14.8% | |
| Nuveen Lifecycle Index 2030 R6 Mutual funds | — | — | — | $2.0M | 12.0% | |
| Jeff Davis Bancshares, Inc. Jeff Davis Bancshares, Inc. common shares | — | — | — | $1.8M | 11.1% | |
| Nuveen Lifecycle Index 2025 R6 Mutual funds | — | — | — | $1.7M | 10.6% | |
| Nuveen Lifecycle Index 2020 R6 Mutual funds | — | — | — | $1.7M | 10.1% | |
| Nuveen Lifecycle Index 2045 R6 Mutual funds | — | — | — | $1.4M | 8.2% | |
| Vanguard 500 Index Fund Mutual funds | — | — | — | $857K | 5.2% | |
| Nuveen Lifecycle Index 2050 R6 Mutual funds | — | — | — | $824K | 5.0% | |
| Nuveen Lifecycle Index 2040 R6 Mutual funds | — | — | — | $690K | 4.2% | |
| American Funds American Balanced Fund Class R6 Mutual funds | — | — | — | $455K | 2.7% | |
| T Rowe Price Blue Chip Growth Fund I Class Mutual funds | — | — | — | $289K | 1.7% | |
| Nuveen Lifecycle Index 2055 R6 Mutual funds | — | — | — | $270K | 1.6% | |
| JP Morgan Equity Income Class R6 Mutual funds | — | — | — | $257K | 1.6% | |
| American Funds New Perspective R6 Mutual funds | — | — | — | $255K | 1.5% | |
| Nuveen Lifecycle Index 2060 R6 Mutual funds | — | — | — | $203K | 1.2% | |
| Dodge & Cox Income Fund Mutual funds | — | — | — | $158K | 1.0% | |
| Vanguard Growth Index Fund Admiral Mutual funds | — | — | — | $149K | 0.9% | |
| Vanguard Total Bond Market Index Admiral Mutual funds | — | — | — | $107K | 0.6% | |
| Schwab Bank Savings Money market fund | — | — | — | $101K | 0.6% | |
| Vanguard Mid Cap Index Fund Admiral Mutual funds | — | — | — | $99K | 0.6% | |
| Blackrock Mid Cap Growth Equity Portfolio K Mutual funds | — | — | — | $98K | 0.6% | |
| Vanguard Value Index Admiral Mutual funds | — | — | — | $93K | 0.6% | |
| Nuveen Lifecycle Index Ret Income Institutional R6 Mutual funds | — | — | — | $89K | 0.5% | |
| Cohen & Steers Realty International Shares Mutual funds | — | — | — | $63K | 0.4% | |
| American Funds New World R6 Mutual funds | — | — | — | $56K | 0.3% | |
| AB Small Cap Growth Portfolio Class Z Mutual funds | — | — | — | $53K | 0.3% | |
| Nuveen Lifecycle Index 2015 R6 Mutual funds | — | — | — | $52K | 0.3% | |
| PGIM High Yield Fund R6 Mutual funds | — | — | — | $48K | 0.3% | |
| Clearbridge International Growth Fund Class IS Mutual funds | — | — | — | $42K | 0.3% | |
| Vanguard Small Cap I Mutual funds | — | — | — | $38K | 0.2% | |
| Vanguard Total International Stock Index Admiral Mutual funds | — | — | — | $37K | 0.2% | |
| Nuveen Lifecycle Index 2010 R6 Mutual funds | — | — | — | $33K | 0.2% | |
| PIMCO Income Fund Institutional Class Mutual funds | — | — | — | $31K | 0.2% | |
| John Hancock Disciplined Value Mid Cap R6 Mutual funds | — | — | — | $18K | 0.1% | |
| Allspring Special Small Cap Value Fund Class R6 Mutual funds | — | — | — | $4K | <0.1% |