How big is Stephen Dalton Architects, Inc.'s plan?

Stephen Dalton Architects, Inc.'s plan reported $1.4M in assets and 12 participants for 2024.

Original filing (PDF)20250620182107NAL0005964736001

Stephen Dalton Architects, Inc.

Name: Stephen Dalton Architects, Inc. — Stephen Dalton, Form 5500 (2024)
Creator: Stephen Dalton Architects, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stephen Dalton Architects, Inc. 401(k) Profit Sharing Plan and T

401(k) retirement plan · Stephen Dalton Architects, Inc.'s Stephen Dalton Architects, Inc. 401(k) Profit Sharing Plan and T held $1.4M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

LISA Dalton signed Stephen Dalton Architects, Inc.'s 2024 Form 5500 as plan administrator.

LISA Dalton — 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

Stephen Dalton Architects, Inc.'s EIN is 20-2007653.

EIN 20-2007653

Plan number 001

Plan year 2024

ACK ID 20250620182107NAL0005964736001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Stephen Dalton Architects, Inc.'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 STEPHEN DALTON ARCHITECTS, INC..

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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