Original filing (PDF)20250928114726NAL0011349696001

THE DORFMAN ORGANIZATION, LTD.

Name: THE DORFMAN ORGANIZATION, LTD. — THE DORFMAN ORGANIZATION, LTD. 401(K) PLAN, Form 5500 (2024)
Creator: THE DORFMAN ORGANIZATION, LTD.

Form 5500-SF

FILING_RECEIVED

THE DORFMAN ORGANIZATION, LTD. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE DORFMAN ORGANIZATION, LTD..

Plan sponsor

Name

THE DORFMAN ORGANIZATION, LTD.

EIN

13-2966447

Address

28 OLD FULTON STREET · BROOKLYN, NY · 11201

Phone

(718) 564-6400

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

2A · Age/service weighted or new comparability

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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