Plan5500

J.D. Power 401(K) Plan — Form 5500 plan (J.D. Power)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, J.D. Power 401(K) Plan is a benefit plan reported by J.D. Power under EIN 95-2572471 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,184 participants and $206,636,178 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
J.D. Power
EIN
95-2572471
Plan number
001
Plan type
2
Location
Troy, MI
Latest filing year
2023
Participants
1,184
End-of-year plan assets
$206,636,178

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,184H, C20240926154707NAL0001592656001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$206,636,178
Total liabilities (EOY)
$0
Net assets (EOY)
$206,636,178
Net assets (BOY)
$173,016,556

Income & contributions

Employer contributions
$3,360,252
Participant contributions
$10,976,708
Total contributions
$15,267,034
Total income / additions
$44,932,166

Expenses & distributions

Benefits paid
$11,134,491
Administrative expenses
$177,315
Total expenses
$11,312,544
Net increase / (decrease)
$33,619,622

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$90,781$02023
Vanguard Advisers Inc.NONE$44,533not reported in the loaded dataset2023
Sageview Advisory Grp LLCNONE$44,000not reported in the loaded dataset2023

Related Form 5500 pages