· 2022–2024 · DOL EFAST2

DAVID R. DORFMAN & ASSOCIATES, LLC — DORFMAN & ASSOCIATES 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250719074454NAL0001388787001

DAVID R. DORFMAN & ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

DORFMAN & ASSOCIATES 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

4

Accounts w/ balance

4

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score

89

/ 100

Grade A

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

61

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAVID R. DORFMAN & ASSOCIATES, LLC.

Plan sponsor

Name

DAVID R. DORFMAN & ASSOCIATES, LLC

EIN

20-3296649

Address

PO BOX 98 · LOCUST VALLEY, NY · 11560

Phone

(516) 676-5400

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-19

Pension benefit codes

2A · Age/service weighted or new comparability

2J · 401(k) feature

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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