How big is Devlin & HALE Associates, Inc.'s plan?

Devlin & HALE Associates, Inc.'s plan reported $1.7M in assets and 3 participants for 2023.

Original filing (PDF)20240630112808NAL0003965968001

Devlin & HALE Associates, Inc.

Name: Devlin & HALE Associates, Inc. — Devlin & HALE, Form 5500 (2023)
Creator: Devlin & HALE Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Devlin & HALE Associates, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Devlin & HALE Associates, Inc.'s Devlin & HALE Associates, Inc. 401(k) Profit Sharing Plan held $1.7M in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Devlin & HALE Associates, Inc.'s EIN is 06-1080876.

EIN 06-1080876

Plan number 001

Plan year 2023

ACK ID 20240630112808NAL0003965968001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Devlin & HALE Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Devlin & HALE Associates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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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 average account balance (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

DEVLIN & HALE ASSOCIATES, INC.

EIN

all filings

Address

2275 SILAS DEANE HIGHWAY · THIRD FLOOR · ROCKY HILL, CT · 060672329

Phone

(860) 258-1910

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator