How big is Dronen Financial Services, LLC's plan?

Dronen Financial Services, LLC's plan reported $1.9M in assets and 2 participants for 2024.

Original filing (PDF)20251010160450NAL0013488016001

Dronen Financial Services, LLC

Name: Dronen Financial Services, LLC — DFS Retirement Plan, Form 5500 (2024)
Creator: Dronen Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

DFS Retirement Plan

401(k) retirement plan · Dronen Financial Services, LLC's DFS Retirement Plan held $1.9M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Keith Dronen signed Dronen Financial Services, LLC's 2024 Form 5500 as plan administrator.

Keith Dronen — 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

Dronen Financial Services, LLC's EIN is 27-0778870.

EIN 27-0778870

Plan number 001

Plan year 2024

ACK ID 20251010160450NAL0013488016001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dronen Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dronen Financial Services, LLC'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 DRONEN FINANCIAL SERVICES, LLC.

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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