How big is DART, Kendall & Rohde General Partnership's plan?

DART, Kendall & Rohde General Partnership's plan reported $181K in assets and 12 participants for 2024.

Original filing (PDF)20251010111946NAL0012425792001

DART, Kendall & Rohde General Partnership

Name: DART, Kendall & Rohde General Partnership — Form 5500 Plan 001 (2024)
Creator: DART, Kendall & Rohde General Partnership
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kendall Rohde & Associates 401(k) Plan

401(k) retirement plan · DART, Kendall & Rohde General Partnership's Kendall Rohde & Associates 401(k) Plan held $181K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$181K

Net assets (EOY)

$181K

People on this filing

Richard Tatum signed DART, Kendall & Rohde General Partnership's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

DART, Kendall & Rohde General Partnership's EIN is 26-0686387.

EIN 26-0686387

Plan number 001

Plan year 2024

ACK ID 20251010111946NAL0012425792001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for DART, Kendall & Rohde General Partnership from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

DART, Kendall & Rohde General Partnership's plan includes 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 DART, KENDALL & ROHDE GENERAL PARTNERSHIP.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

DART, KENDALL & ROHDE GENERAL PARTNERSHIP

EIN

all filings

Address

536 E ARRELLAGA ST STE 101 · SANTA BARBARA, CA · 93103

Phone

(805) 687-2400

Industry

Agriculture, Forestry, Fishing, Hunting

Plan administrator