About JGD & Associates, LLP
<p>From its office on Towne Centre Drive near San Diego’s University City area, JGD & 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 & 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 & 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 & 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 (2025)
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).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| MITCHELL INTERNATIONAL, INC. 401K SAVINGS PLAN | MITCHELL INTERNATIONAL INC, CA | $658M | 5,250 |
| KRATOS DEFENSE & SECURITY SOLUTIONS, INC. EMPLOYEE SAVINGS AND INVESTMENT PLAN | KRATOS DEFENSE & SECURITY SOLUTIONS, INC, CA | $534M | 3,297 |
| IONIS PHARMACEUTICALS 401(K) PLAN | IONIS PHARMACEUTICALS, INC., CA | $316M | 1,043 |
| THE GEMOLOGICAL INSTITUTE OF AMERICA, INC. 401(K) PLAN | GEMOLOGICAL INSTITUTE OF AMERICA, INC, CA | $304M | 973 |
| THE HUNTER SAVINGS INVESTMENT PLAN | HUNTER INDUSTRIES INCORPORATED, CA | $220M | 1,187 |
| 401(k) Retirement Plan | Healthcare Sponsor, CA | $194M | 229 |
| 401(k) Retirement Plan | Manufacturing Sponsor, CA | $183M | 246 |
| 401(k) Retirement Plan | Professional Services Sponsor, CA | $143M | 644 |
| 401(k) Retirement Plan | Technology Sponsor, CA | $136M | 2,516 |
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