Original filing (PDF)20250619062624NAL0001684579001

DECAMILLIS & MATTINGLY, PLLC

Name: DECAMILLIS & MATTINGLY, PLLC — THE TRUSTEES OF DM RETIREMENT FUND, Form 5500 (2024)
Creator: DECAMILLIS & MATTINGLY, PLLC

Form 5500-SF

FILING_RECEIVED

THE TRUSTEES OF DM RETIREMENT FUND

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$312K

Net assets (EOY)

$312K

Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DECAMILLIS & MATTINGLY, PLLC.

Plan sponsor

Name

DECAMILLIS & MATTINGLY, PLLC

EIN

01-0841964all filings

Address

138 SOUTH 3RD STREET · LOUISVILLE, KY · 40202

Phone

(502) 589-2822

Industry

Law Offices· 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

2025-06-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

MCGILVERY & JULIANA, LLC

MCGILVERY & JULIANA, LLC 401(K) PROFIT SHARING PLAN

$312K · 5 participants

MATT COHEN & ASSOCIATES LLC

MATT COHEN & ASSOCIATES LLC 401(K) PLAN

$312K · 3 participants

SLOAN & VANHOOK, PLLC

SLOAN & VANHOOK, PLLC 401(K) PLAN

$312K · 9 participants

GOWAN PC DBA GOWAN LAW GROUP

GOWAN LAW FIRM CASH BALANCE PLAN

$312K · 19 participants

JESIKA DIAZ MUNAR P.A. DBA MUNAR LAW

JESIKA DIAZ MUNAR P.A. DBA MUNAR LAW 401K PROFIT SHARING PLAN AND TRUST

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.