Original filing (PDF)20250515142030NAL0030719632001

D.S. THALER & ASSOC., LLC

Name: D.S. THALER & ASSOC., LLC — D.S. THALER & ASSOC., LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: D.S. THALER & ASSOC., LLC

Form 5500-SF

FILING_RECEIVED

D.S. THALER & ASSOC., LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

Late filing · 42.0 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for D.S. THALER & ASSOC., LLC.

Plan sponsor

Name

D.S. THALER & ASSOC., LLC

EIN

20-4928687

Address

7115 AMBASSADOR ROAD, SUITE 101 · PO BOX 47428 · BALTIMORE, MD · 212447428

Phone

(410) 944-3647

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2020-01-01

Tax period

2020-12-31

Filed

2025-05-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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