How big is DNB Advisory LLC's plan?

DNB Advisory LLC's plan reported $260K in assets and 3 participants for 2025.

Original filing (PDF)20260518072115NAL0014812096001

DNB Advisory LLC

Name: DNB Advisory LLC — DNB Advisory LLC 401(k) Profit, Form 5500 (2025)
Creator: DNB Advisory LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

DNB Advisory LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · DNB Advisory LLC's DNB Advisory LLC 401(k) Profit Sharing Plan & Trust held $260K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$260K

Net assets (EOY)

$260K

People on this filing

Edward Rojas signed DNB Advisory LLC's 2025 Form 5500 as plan administrator.

Edward Rojas — 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

DNB Advisory LLC's EIN is 20-4998885.

EIN 20-4998885

Plan number 001

Plan year 2025

ACK ID 20260518072115NAL0014812096001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for DNB Advisory LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

DNB Advisory LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DNB ADVISORY LLC.

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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