How big is DLC Group's plan?

DLC Group's plan reported $1.4M in assets and 2 participants for 2024.

Original filing (PDF)20250516122748NAL0031606544001

DLC Group

Name: DLC Group — Dietz and Lynch Retirement Savings Plan, Form 5500 (2024)
Creator: DLC Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dietz and Lynch Retirement Savings Plan

401(k) retirement plan · DLC Group's Dietz and Lynch Retirement Savings Plan held $1.4M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Edward Lynch signed DLC Group's 2024 Form 5500 as plan administrator.

Edward Lynch — 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

DLC Group's EIN is 20-8997803.

EIN 20-8997803

Plan number 001

Plan year 2024

ACK ID 20250516122748NAL0031606544001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for DLC Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

DLC Group's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

DLC GROUP

EIN

all filings

Address

28 GREEN STREET · NEWBURY, MA · 01951

Phone

(978) 225-8386

Industry

Finance & Insurance

Plan administrator