· 2022–2024 · DOL EFAST2

DTA Management Services Inc. — DTA Management, Form 5500 (2024)

Original filing (PDF)20250717093810NAL0000109632001

DTA Management Services Inc.

Form 5500-SF

FILING_RECEIVED

DTA Management Services Inc. 401(k)

401(k) retirement plan · DTA Management Services Inc.'s DTA Management Services Inc. 401(k) held $35K in plan assets for 15 participants in 2024.

Active participants

15

Accounts w/ balance

4

Plan assets (EOY)

$35K

Net assets (EOY)

$35K

Plan health score

Above-average plan

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

31

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

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 DTA MANAGEMENT SERVICES INC.

Plan sponsor

Name

DTA MANAGEMENT SERVICES INC

EIN

Address

206-A S LOOP 336 STE 270 · CONROE, TX · 77304

Phone

(936) 718-5815

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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