· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DDMP INVESTMENT ADVISORS — DDMP INVESTMENT ADVISORS, LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250514064957NAL0042512130001
DDMP INVESTMENT ADVISORS
Form 5500-SF
FILING_RECEIVED
DDMP INVESTMENT ADVISORS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
13
Accounts w/ balance
15
Plan assets (EOY)
$8.3M
Net assets (EOY)
$8.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
DDMP INVESTMENT ADVISORS
.
Find decision makers
Plan sponsor
Name
DDMP INVESTMENT ADVISORS
EIN
20-5337545
Address
101 MASONIC DR · ELIZABETHTOWN, PA · 170222590
Phone
(717) 689-1010
Industry
Finance & Insurance
see 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
2025-05-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
2J · 401(k) feature
2K · 401(m) arrangement
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
TRINITY HUNT MANAGEMENT, L.P.
TRINITY HUNT MANAGEMENT, L.P. 401(K) PLAN
$8.3M · 45 participants
CRESCENT GROVE ADVISORS, LLC
CRESCENT GROVE ADVISORS, LLC 401(K) AND PROFIT SHARING PLAN
$8.3M · 35 participants
PROSPECT RIDGE ADVISORS, LLC
PROSPECT RIDGE 401(K) PLAN
$8.3M · 42 participants
BEECKEN PETTY O'KEEFE & COMPANY, LLC
BPOC 401(K) PROFIT SHARING PLAN
$8.3M · 20 participants
ROUNDVIEW CAPITAL, LLC
ROUNDVIEW CAPITAL, LLC 401(K) PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$8.3M · 11 participants
CRESCENT GROVE ADVISORS, LLC
CRESCENT GROVE ADVISORS, LLC CASH BALANCE PENSION PLAN
$8.3M · 13 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B