JGD & Associates, LLP

Employee Benefit Plan Auditor

San Diego, CA

About JGD & Associates, LLP

<p>From its office on Towne Centre Drive near San Diego’s University City area, JGD &amp; Associates, LLP works with organizations across the San Diego metro on audit and tax needs.</p> <p>Founded in 1977, the firm has more than four decades of experience providing Audit &amp; Assurance services, including Employee Benefit Plan (EBP) audits. It also handles tax strategies and filings for privately held companies, non-profits, and high-net-worth individuals.</p> <p>A key differentiator is the mix of EBP audit work and ongoing tax support under one roof, which helps sponsors align plan reporting with broader financial statements and filings. Assurance Partner Ronald K. Mitchell, CPA is part of the firm’s audit team.</p> <p>JGD &amp; Associates is located at 9191 Towne Centre Drive, Suite 340, San Diego, CA. Phone: (858) 587-1000.</p> <ul> <li>Employee Benefit Plan (EBP) audits</li> <li>Audit &amp; Assurance services</li> <li>Tax strategies and tax return preparation</li> <li>Works with privately held companies, non-profits, and high-net-worth individuals</li> </ul>

Website: https://jgd.cpa/

Founded: 1977

Office Locations

  • San Diego, CA

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 113
  • Total AUM Audited: $4.8B
  • 401(k): 113 plans, $4.8B AUM

Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

PlanSponsorAssetsParticipants
MITCHELL INTERNATIONAL, INC. 401K SAVINGS PLANMITCHELL INTERNATIONAL INC, CA$658M5,250
KRATOS DEFENSE & SECURITY SOLUTIONS, INC. EMPLOYEE SAVINGS AND INVESTMENT PLANKRATOS DEFENSE & SECURITY SOLUTIONS, INC, CA$534M3,297
IONIS PHARMACEUTICALS 401(K) PLANIONIS PHARMACEUTICALS, INC., CA$316M1,043
THE GEMOLOGICAL INSTITUTE OF AMERICA, INC. 401(K) PLANGEMOLOGICAL INSTITUTE OF AMERICA, INC, CA$304M973
THE HUNTER SAVINGS INVESTMENT PLANHUNTER INDUSTRIES INCORPORATED, CA$220M1,187
INTEGRAL SYSTEMS, INC. AND SUBSIDIARIES RETIREMENT PLANSKRATOS INTEGRAL HOLDINGS LLC, CA$194M229
INTEGRAL SYSTEMS, INC. AND SUBSIDIARIES RETIREMENT PLANSINTEGRAL SYSTEMS,INC., CA$183M246
ACADIA PHARMACEUTICALS 401(K) PLAN AND TRUSTACADIA PHARMACEUTICALS INC., CA$143M644
TANDEM DIABETES CARE, INC. 401(K) PLANTANDEM DIABETES CARE, INC., CA$136M2,516
WD-40 COMPANY PROFIT SHARING/401(K) PLANWD-40 COMPANY, CA$117M245
FLUIDRA NORTH AMERICA RETIREMENT PLANFLUIDRA NORTH AMERICA, CA$105M1,134
NEO TECH EMPLOYEE 401(K) SAVINGS & INVESTMENT PLANNATEL ENGINEERING COMPANY, LLC, CA$90M673
TRAVERE THERAPEUTICS, INC. 401(K) PLANTRAVERE THERAPEUTICS, INC., CA$74M365
TAE TECHNOLOGIES, INC. 401(K) PLANTAE TECHNOLOGIES, INC., CA$68M310
WELLA RETIREMENT SAVINGS PLANWELLA OPERATIONS US LLC, CA$68M594
XIFIN, INC. 401(K) PLANXIFIN, INC., CA$67M1,022
SAN DIEGO PADRES BASEBALL CLUB 401(K) SAVINGS PLANPADRES LP, CA$66M539
NEIGHBORHOOD HOUSE ASSOCIATION 401(K) PLANNEIGHBORHOOD HOUSE ASSOCIATION, CA$66M834
SANGAMO THERAPEUTICS INC. 401(K) PROFIT SHARING PLAN AND TRUSTSANGAMO THERAPEUTICS, INC., CA$63M181
MIRATI THERAPEUTICS, INC. 401(K) PLANMIRATI THERAPEUTICS, INC., CA$58M528

Showing top 20 of 110 plans serviced in 2024.

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