Original filing (PDF)20250725194955NAL0015726930002

DICKEY AND TREMPER, LLP

Name: DICKEY AND TREMPER, LLP — DICKEY AND TREMPER, LLP 401(K), Form 5500 (2024)
Creator: DICKEY AND TREMPER, LLP

Form 5500-SF

FILING_RECEIVED

DICKEY AND TREMPER, LLP 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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 DICKEY AND TREMPER, LLP.

Plan sponsor

Name

DICKEY AND TREMPER, LLP

EIN

20-0350998

Address

110 SE FIRST STREET · PENDLETON, OR · 978012204

Phone

(541) 276-6862

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Name

DICKEY AND TREMPER, LLP

EIN

20-0350998

City

PENDLETON, OR

Phone

(541) 276-6862

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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