How big is Daniel Dennis & Company's plan?

Daniel Dennis & Company's plan reported $7.1M in assets and 19 participants for 2024.

Original filing (PDF)20250630174813NAL0006700883001

Daniel Dennis & Company

Name: Daniel Dennis & Company — Daniel Dennis & Company, Form 5500 (2024)
Creator: Daniel Dennis & Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Daniel Dennis & Company Profit Sharing Plan

401(k) retirement plan · Daniel Dennis & Company's Daniel Dennis & Company Profit Sharing Plan held $7.1M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.1M

Net assets (EOY)

$7.1M

People on this filing

CHAD Carroll signed Daniel Dennis & Company's 2024 Form 5500 as plan administrator.

CHAD Carroll — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Daniel Dennis & Company's EIN is 04-2734675.

EIN 04-2734675

Plan number 002

Plan year 2024

ACK ID 20250630174813NAL0006700883001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Daniel Dennis & Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Daniel Dennis & Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DANIEL DENNIS & COMPANY.

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

DANIEL DENNIS & COMPANY

EIN

all filings

Address

990 WASHINGTON STREET, SUITE 308A · DEDHAM, MA · 02026

Phone

(617) 450-0126

Industry

CPA Offices· Professional & Technical Services

Plan administrator