How big is J. Donovan Financial's plan?

J. Donovan Financial's plan reported $160K in assets and 3 participants for 2024.

Original filing (PDF)20251015133121NAL0002369299001

J. Donovan Financial

Name: J. Donovan Financial — JDF Fund, Form 5500 (2024)
Creator: J. Donovan Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JDF Fund

401(k) retirement plan · J. Donovan Financial's JDF Fund held $160K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$160K

Net assets (EOY)

$160K

Plan identifiers

J. Donovan Financial's EIN is 81-2001223.

EIN 81-2001223

Plan number 001

Plan year 2024

ACK ID 20251015133121NAL0002369299001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for J. Donovan Financial from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

J. Donovan Financial's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for J. DONOVAN FINANCIAL.

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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