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DEPENDENCY ADVOCACY CENTER — DEPENDENCY ADVOCACY CENTER 403(B) PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250121120102NAL0005302640001
DEPENDENCY ADVOCACY CENTER
Form 5500-SF
FILING_RECEIVED
DEPENDENCY ADVOCACY CENTER 403(B) PLAN
403(b) retirement plan
Active participants
39
Accounts w/ balance
23
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
Plan health score (directional)
86
/ 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
DEPENDENCY ADVOCACY CENTER
.
Find decision makers
Plan sponsor
Name
DEPENDENCY ADVOCACY CENTER
EIN
26-2855259
Address
31 N 2ND STREET · SUITE 300 · SAN JOSE, CA · 95113
Phone
(408) 995-0714
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-01-21
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
3D · Pre-approved plan (master / prototype / VS)
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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80
Knocking points off
59% balance-to-active ratio — below typical for a healthy 401(k).
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.
KUTLER TAX RESOLUTION INC.
KUTLER TAX RESOLUTION 401(K) PROFIT SHARING PLAN & TRUST
$1.1M · 28 participants
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