How big is Dolphin Partners, Inc.'s plan?

Dolphin Partners, Inc.'s plan reported $2.9M in assets and 13 participants for 2024.

Original filing (PDF)20250826173223NAL0015398256001

Dolphin Partners, Inc.

Name: Dolphin Partners, Inc. — Dolphin Partners, Inc., Form 5500 (2024)
Creator: Dolphin Partners, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dolphin Partners, Inc. 401(k) Plan

401(k) retirement plan · Dolphin Partners, Inc.'s Dolphin Partners, Inc. 401(k) Plan held $2.9M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan identifiers

Dolphin Partners, Inc.'s EIN is 33-0834621.

EIN 33-0834621

Plan number 001

Plan year 2024

ACK ID 20250826173223NAL0015398256001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dolphin Partners, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dolphin Partners, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 (86th percentile).

Plan sponsor

Name

DOLPHIN PARTNERS, INC.

EIN

all filings

Address

18818 TELLER AVE · SUITE 200 · IRVINE, CA · 92612

Phone

(949) 852-9230

Industry

Real Estate

Plan administrator