How big is Dividend Assets Capital, LLC's plan?

Dividend Assets Capital, LLC's plan reported $1.2M in assets and 9 participants for 2024.

Original filing (PDF)20250302124058NAL0007120400001

Dividend Assets Capital, LLC

Name: Dividend Assets Capital, LLC — Dividend Assets, Form 5500 (2024)
Creator: Dividend Assets Capital, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dividend Assets Capital, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Dividend Assets Capital, LLC's Dividend Assets Capital, LLC 401(k) Profit Sharing Plan held $1.2M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Jim Haley signed Dividend Assets Capital, LLC's 2024 Form 5500 as plan administrator.

Jim Haley — 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

Dividend Assets Capital, LLC's EIN is 20-0046881.

EIN 20-0046881

Plan number 001

Plan year 2024

ACK ID 20250302124058NAL0007120400001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dividend Assets Capital, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dividend Assets Capital, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DIVIDEND ASSETS CAPITAL, LLC.

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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