How big is JDRC Managed Services, LLC's plan?

JDRC Managed Services, LLC's plan reported $31.2M in assets and 2,769 participants for 2024.

Original filing (PDF)20251014165446NAL0001704147001

JDRC Managed Services, LLC

Name: JDRC Managed Services, LLC — JDRC Managed Services, Form 5500 (2024)
Creator: JDRC Managed Services, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

JDRC Managed Services, LLC 401(k) Plan

401(k) retirement plan · JDRC Managed Services, LLC's JDRC Managed Services, LLC 401(k) Plan held $31.2M in plan assets for 2,769 participants in 2024.

Signals · 2

Late participant contributions~77 bps in Sched C fees

Active participants

2,769

Accounts w/ balance

1,642

Plan assets (EOY)

$31.2M

Net assets (EOY)

$30.8M

People on this filing

BRAD Heuberger signed JDRC Managed Services, LLC's 2024 Form 5500 as plan administrator.

BRAD Heuberger — 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

JDRC Managed Services, LLC's EIN is 81-2918060.

EIN 81-2918060

Plan number 001

Plan year 2024

ACK ID 20251014165446NAL0001704147001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JDRC Managed Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JDRC Managed Services, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Below-average — multiple flags

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 2162K (32% of contributions).
Total administrative cost in the bottom quartile of peers (8th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Plan sponsor

Name

JDRC MANAGED SERVICES, LLC

EIN

all filings

Address

400 WEST ERIE STREET, SUITE 300 · CHICAGO, IL · 60654

Phone

(312) 656-2160

Industry

Manufacturing

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

2025-10-14

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CREATIVE PLANNING	—	LEAWOOD, KS	INVESTMENT ADVISOR	$158K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PCS RETIREMENT	23-3038464	—	CONTRACT ADMINISTRATOR	$84K	—

Investments

33 direct securities· $25.8M(83% of reported assets)

Mutual Funds

$16.6M

19 holdings

Other securities

$5.1M

11 holdings

Common Collective Trusts

$4.0M

1 holding

Common Stocks

$49K

1 holding

U.S. Treasuries

$46K

1 holding

					% of plan
Vanguard Target Retirement 2055 Inv Mutual Fund	Mutual Funds	—	—	$4.8M	15.5%
Vanguard 500 Index Admiral Mutual Fund	Common Collective Trusts	—	—	$4.0M	12.8%
Vanguard Target Retirement 2035 Inv Mutual Fund	Mutual Funds	—	—	$2.6M	8.4%
T. Rowe Price Blue Chip Growth Mutual Fund	Other securities	—	—	$2.4M	7.6%
Vanguard Target Retirement 2050 Inv Mutual Fund	Mutual Funds	—	—	$1.4M	4.6%
Vanguard Target Retirement 2065 Inv Mutual Fund	Mutual Funds	—	—	$1.0M	3.2%
American Funds New World R6 Mutual Fund	Mutual Funds	—	—	$907K	2.9%
Vanguard Mid-Cap Value Index Admiral Mutual Fund	Mutual Funds	—	—	$801K	2.6%
BlackRock High Yield Bond Instl Mutual Fund	Other securities	—	—	$769K	2.5%
Vanguard Target Retirement 2025 Inv Mutual Fund	Mutual Funds	—	—	$766K	2.5%
Vanguard Target Retirement 2040 Inv Mutual Fund	Mutual Funds	—	—	$544K	1.7%
Fidelity Mid Cap Index Mutual Fund	Mutual Funds	—	—	$509K	1.6%
Fidelity Advisor Small Cap I Mutual Fund	Mutual Funds	—	—	$501K	1.6%
American Funds Europacific Growth R5 Mutual Fund	Mutual Funds	—	—	$420K	1.3%
Cohen & Steers Global Realty A Mutual Fund	Other securities	—	—	$394K	1.3%
maturing from 2025 to 2029	Other securities	—	—	$388K	1.2%
Vanguard Target Retirement 2060 Inv Mutual Fund	Mutual Funds	—	—	$377K	1.2%
Vanguard Inflation-Protected Secs Adm Mutual Fund	Mutual Funds	—	—	$359K	1.2%
Fidelity International Index Mutual Fund	Mutual Funds	—	—	$357K	1.1%
Vanguard Short-Term Bond Index Adm Mutual Fund	Mutual Funds	—	—	$319K	1.0%
BlackRock Total Return Instl Mutual Fund	Other securities	—	—	$313K	1.0%
Vanguard Target Retirement Income Inv Mutual Fund	Mutual Funds	—	—	$264K	0.8%
Parnassus Core Equity Institutional Mutual Fund	Other securities	—	—	$262K	0.8%
Vanguard Target Retirement 2030 Inv Mutual Fund	Mutual Funds	—	—	$254K	0.8%
MFS Mid Cap Growth R6 Mutual Fund	Mutual Funds	—	—	$231K	0.7%
AB Small Cap Growth Z Mutual Fund	Other securities	—	—	$174K	0.6%
Principal Equity Income Inst Mutual Fund	Other securities	—	—	$138K	0.4%
American Century Small Cap Value R6 Mutual Fund	Other securities	—	—	$109K	0.4%
Hartford Schroders International Stk Sdr Mutual Fund	Other securities	—	—	$98K	0.3%
Ariel Fund Institutional Mutual Fund	Other securities	—	—	$90K	0.3%
Vanguard Target Retirement 2020 Inv Mutual Fund	Mutual Funds	—	—	$57K	0.2%
Brown Capital Mgmt Instl Sm Co Instl Mutual Fund	Common Stocks	—	—	$49K	0.2%
Nuveen Core Impact Bond Fund Retirement Mutual Fund	U.S. Treasuries	—	—	$46K	0.1%