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Original filing (PDF)20251013113850NAL0002696738001
J.D. POWER
Form 5500
FILING_RECEIVED
J.D. POWER 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
886
Accounts w/ balance
1,125
Plan assets (EOY)
$240.1M
Net assets (EOY)
$240.1M
How this plan invests
This plan
1 pooled trust
Schedule D
32 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 J.D. POWER.
Plan sponsor
Name
J.D. POWER
EIN
95-2572471
Address
320 E. BIG BEAVER ROAD SUITE 500 · TROY, MI · 48083
Phone
(714) 621-6200
Industry
Professional & Technical Servicessee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $85K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $60K | — |
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | NONE | $56K | — |
Investments
32 direct securities · 1 pooled fund· $282.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$240.1M
32 holdings
Common Collective Trust
$42.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $42.8M | 17.8% | |
| Vanguard Institutional Index Fund Mutual Fund | — | — | — | $33.9M | 14.1% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | — | — | — | $25.7M | 10.7% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | — | — | — | $25.0M | 10.4% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | — | — | — | $23.9M | 9.9% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | — | — | — | $17.0M | 7.1% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | — | — | — | $14.7M | 6.1% | |
| Vanguard Mid-Cap Index Fund Institutional Shares Mutual Fund | — | — | — | $10.6M | 4.4% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | — | — | — | $9.8M | 4.1% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | — | — | — | $9.7M | 4.0% | |
| Vanguard Total International Stock Index Fund Admiral Shr Mutual Fund | — | — | — | $8.9M | 3.7% | |
| Vanguard Total Bond Market Index Fund Admiral Shares Mutual Fund | — | — | — | $6.4M | 2.7% | |
| Vanguard Cash Reserves Federal MM Fund Admiral Shares Mutual Fund | — | — | — | $5.9M | 2.5% | |
| DFA US Small Cap Portfolio Institutional Class Mutual Fund | — | — | — | $5.7M | 2.4% | |
| DFA U.S. Large Cap Value Portfolio Inst'l Mutual Fund | — | — | — | $5.4M | 2.2% | |
| Participant-Directed Brokerage Accounts Brokerage Securities | — | — | — | $5.2M | 2.2% | |
| American Funds AMCAP Fund; Class R6 Mutual Fund | — | — | — | $4.5M | 1.9% | |
| Vanguard Retirement Savings Trust III Common/Collective Trust | — | — | — | $4.3M | 1.8% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | — | — | — | $3.3M | 1.4% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | — | — | — | $3.0M | 1.3% | |
| Lord Abbett Growth Leaders Fund; Class R6 Mutual Fund | — | — | — | $2.9M | 1.2% | |
| Baird Aggregate Bond Fund; Institutional Class Mutual Fund | — | — | — | $2.2M | 0.9% | |
| Putnam Large Cap Value Fund; Class R6 Mutual Fund | — | — | — | $2.2M | 0.9% | |
| PIMCO Income Fund; Institutional Class Mutual Fund | — | — | — | $2.2M | 0.9% | |
| Vanguard Target Retirement Income Fund Mutual Fund | — | — | — | $1.9M | 0.8% | |
| Participant Loans to participants with interest rates ranging from 4.20% to 9.50% | — | — | — | $1.5M | 0.6% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shr Mutual Fund | — | — | — | $1.1M | 0.5% | |
| Vanguard Short-Term Inflation-Protected Sec. Idx Fund: Adm Shr Mutual Fund | — | — | — | $1.0M | 0.4% | |
| DFA International Small Company Portfolio Mutual Fund | — | — | — | $871K | 0.4% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | — | — | — | $554K | 0.2% | |
| Vanguard Real Estate Index Fund Admiral Shares Mutual Fund | — | — | — | $376K | 0.2% | |
| Vanguard Target Retirement 2070 Fund Mutual Fund | — | — | — | $158K | <0.1% | |
| PIMCO Inflation Response Multi-Asset Fund; Inst. Class Mutual Fund | — | — | — | $120K | <0.1% |
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