Original filing (PDF)20251009140200NAL0003632195002

DALE & MITCH PARTNERSHIP

Name: DALE & MITCH PARTNERSHIP — DALE & MITCH PARTNERSHIP 401(K) PLAN, Form 5500 (2024)
Creator: DALE & MITCH PARTNERSHIP

Form 5500-SF

FILING_RECEIVED

DALE & MITCH PARTNERSHIP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$143K

Net assets (EOY)

$143K

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.

Decision-maker contacts

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

Plan sponsor

Name

DALE & MITCH PARTNERSHIP

EIN

27-2424837all filings

Address

114 SPROLES DRIVE SUITE 103 · BENBROOK, TX · 76126

Phone

(817) 696-0520

Industry

Professional & Technical Servicessee all

Plan administrator

Name

DALE & MITCH PARTNERSHIP

EIN

27-2424837

City

BENBROOK, TX

Phone

(817) 696-0520

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2T · Default investment account (QDIA)

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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