How big is Robert N Dusek's plan?

Robert N Dusek's plan reported $1.2M in assets and 2 participants for 2024.

Original filing (PDF)20251202141255NAL0011750353001

Robert N Dusek

Name: Robert N Dusek — DAI Profit Sharing Trust, Form 5500 (2024)
Creator: Robert N Dusek
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

DAI Profit Sharing Trust

Defined-contribution retirement plan · Robert N Dusek's DAI Profit Sharing Trust held $1.2M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Robert Dusek signed Robert N Dusek's 2024 Form 5500 as plan administrator.

Robert Dusek — 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

Robert N Dusek's EIN is 23-1596905.

EIN 23-1596905

Plan number 002

Plan year 2024

ACK ID 20251202141255NAL0011750353001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Robert N Dusek's plan includes profit-sharing.

Decision-maker contacts

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

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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 (94th percentile).

Plan sponsor

Name

ROBERT N DUSEK

DBA

DIRECTION ASSOCIATES INC.

EIN

all filings

Address

PO BOX 231 · SOLEBURY, PA · 189630231

Phone

(215) 643-5200

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-08-01

Tax period

2025-07-31

Filed

2025-12-02

Pension benefit codes

2E · Profit-sharing

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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