How big is Data Intelligence, LLC's plan?

Data Intelligence, LLC's plan reported $6.5M in assets and 113 participants for 2024.

Original filing (PDF)20250411072319NAL0025945329001

Data Intelligence, LLC

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

Form 5500-SF

FILING_RECEIVED

Data Intelligence, LLC 401(k) Plan

401(k) retirement plan · Data Intelligence, LLC's Data Intelligence, LLC 401(k) Plan held $6.5M in plan assets for 113 participants in 2024.

Active participants

113

Accounts w/ balance

102

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

People on this filing

Marty Dunleavy signed Data Intelligence, LLC's 2024 Form 5500 as plan administrator.

Marty Dunleavy — 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

Data Intelligence, LLC's EIN is 20-2885054.

EIN 20-2885054

Plan number 001

Plan year 2024

ACK ID 20250411072319NAL0025945329001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Data Intelligence, 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 DATA INTELLIGENCE, LLC.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Helping the score