How big is Dattner Architects' plan?

Dattner Architects' plan reported $23.8M in assets and 142 participants for 2024.

Original filing (PDF)20251015170136NAL0005201329001

Dattner Architects

Name: Dattner Architects — Dattner Architects 401(k), Form 5500 (2024)
Creator: Dattner Architects
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Dattner Architects 401(k) Retirement Savings Plan

401(k) retirement plan · Dattner Architects' Dattner Architects 401(k) Retirement Savings Plan held $23.8M in plan assets for 142 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

142

Accounts w/ balance

163

Plan assets (EOY)

$23.8M

Net assets (EOY)

$23.8M

People on this filing

Nathaniel Rogers signed Dattner Architects' 2024 Form 5500 as plan administrator.

Nathaniel Rogers — 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

Dattner Architects' EIN is 13-3074305.

EIN 13-3074305

Plan number 002

Plan year 2024

ACK ID 20251015170136NAL0005201329001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dattner Architects from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dattner Architects' plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

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

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How this plan invests

This plan

44 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 186K (11% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

Below-peer total plan cost (94th percentile).
High average account balance (88th percentile).

Plan sponsor

Name

DATTNER ARCHITECTS

EIN

all filings

Address

498 7TH AVE · 20TH FLOOR · NEW YORK, NY · 10018

Phone

(212) 247-2660

Industry

Professional & Technical Services

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

2025-10-15

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2E · Profit-sharing

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

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$2K	—

Investments

44 direct securities· $22.9M(96% of reported assets)

Mutual Funds

$19.5M

35 holdings

Common Collective Trusts

$3.0M

3 holdings

U.S. Treasuries

$374K

3 holdings

Other securities

$58K

3 holdings

					% of plan
Fidelity 500 Index Fund Mutual fund	Common Collective Trusts	—	—	$2.3M	9.8%
Fidelity Freedom 2045 Fund Mutual fund	Mutual Funds	—	—	$1.9M	8.0%
Fidelity Freedom 2050 Fund Mutual fund	Mutual Funds	—	—	$1.6M	6.6%
Fidelity Fund Mutual fund	Mutual Funds	—	—	$1.5M	6.2%
Fidelity Magellan Mutual fund	Mutual Funds	—	—	$1.3M	5.4%
Fidelity Freedom 2030 Fund Mutual fund	Mutual Funds	—	—	$1.3M	5.4%
Fidelity Freedom 2020 Fund Mutual fund	Mutual Funds	—	—	$1.1M	4.4%
Fidelity Select Technology Portfolio Mutual fund	Mutual Funds	—	—	$960K	4.0%
Fidelity Freedom 2035 Fund Mutual fund	Mutual Funds	—	—	$934K	3.9%
Fidelity Government Money Market Fund Money market fund	Mutual Funds	—	—	$820K	3.4%
Fidelity Advisor Leveraged Co Stk Mutual fund	Mutual Funds	—	—	$754K	3.2%
Fidelity Select Health Care Portfolio Mutual fund	Mutual Funds	—	—	$743K	3.1%
Fidelity Freedom 2015 Fund Mutual fund	Mutual Funds	—	—	$727K	3.1%
Fidelity Freedom 2040 Fund Mutual fund	Mutual Funds	—	—	$685K	2.9%
Fidelity Balanced Fund Mutual fund	Mutual Funds	—	—	$624K	2.6%
Fidelity Freedom 2055 Fund Mutual fund	Mutual Funds	—	—	$569K	2.4%
Fidelity Freedom Income Fund Mutual fund	Mutual Funds	—	—	$538K	2.3%
Fidelity Freedom 2060 Fund Mutual fund	Mutual Funds	—	—	$534K	2.2%
Fidelity International Index Fund Mutual fund	Common Collective Trusts	—	—	$427K	1.8%
Fidelity Capital & Income Fund Mutual fund	Mutual Funds	—	—	$407K	1.7%
Janus Henderson Enterprise Fund Class T Mutual fund	Mutual Funds	—	—	$343K	1.4%
Fidelity Select Industrials Portfolio Mutual fund	Mutual Funds	—	—	$338K	1.4%
Fidelity Select Financial Services Portfolio Mutual fund	Mutual Funds	—	—	$319K	1.3%
Fidelity Disciplined Equity Fund Mutual fund	Mutual Funds	—	—	$269K	1.1%
Fidelity Small Cap Value Fund Mutual fund	Mutual Funds	—	—	$258K	1.1%
Fidelity Extended Market Index Fund Mutual fund	Common Collective Trusts	—	—	$257K	1.1%
Fidelity Stock Selector Large Cap Value Fund Mutual fund	Mutual Funds	—	—	$217K	0.9%
Fidelity Small Cap Growth Fund Mutual fund	Mutual Funds	—	—	$207K	0.9%
Fidelity Intermediate Treasury Bond Index Fund Mutual fund	U.S. Treasuries	—	—	$192K	0.8%
PIMCO Total Return Fund Administrative Class Fund Mutual fund	Mutual Funds	—	—	$144K	0.6%
Fidelity Select Energy Portfolio Mutual fund	Mutual Funds	—	—	$129K	0.5%
Fidelity Select Utilities Portfolio Mutual fund	Mutual Funds	—	—	$125K	0.5%
Fidelity Short-Term Treasury Bond Index Fund Mutual fund	U.S. Treasuries	—	—	$111K	0.5%
Fidelity Freedom 2025 Fund Mutual fund	Mutual Funds	—	—	$83K	0.4%
Fidelity Long-Term Treasury Bond Index Fund Mutual fund	U.S. Treasuries	—	—	$71K	0.3%
Fidelity Select Materials Portfolio Mutual fund	Mutual Funds	—	—	$45K	0.2%
Fidelity International Discovery Fund Mutual fund	Mutual Funds	—	—	$38K	0.2%
Fidelity Freedom 2065 Mutual fund	Mutual Funds	—	—	$33K	0.1%
Columbia Small/Mid Cap Value I Mutual fund	Other securities	—	—	$26K	0.1%
Columbia Small Cap Value II Inst Mutual fund	Other securities	—	—	$21K	<0.1%
Fidelity Select Telecommunications Portfolio Mutual fund	Mutual Funds	—	—	$21K	<0.1%
Notes receivable from participants Outstanding participant $ -	Other securities	—	—	$10K	<0.1%
Fidelity Select Consumer Staples Portfolio Mutual fund	Mutual Funds	—	—	$8K	<0.1%
Fidelity Select Consumer Discretionary Portfolio Mutual fund	Mutual Funds	—	—	$7K	<0.1%