Original filing (PDF)20251003113816NAL0000827939001

DTA PUBLIC FINANCE, INC

Name: DTA PUBLIC FINANCE, INC — DTA PUBLIC FINANCE, INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: DTA PUBLIC FINANCE, INC

Form 5500-SF

FILING_RECEIVED

DTA PUBLIC FINANCE, INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DTA PUBLIC FINANCE, INC.

Plan sponsor

Name

DTA PUBLIC FINANCE, INC

EIN

33-0171945

Address

18201 VON KARMAN SUITE 220 · IRVINE, CA · 92612

Phone

(949) 955-1500

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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