How big is Dethlefsen & BALK Inc.'s plan?

Dethlefsen & BALK Inc.'s plan reported $222K in assets and 3 participants for 2024.

Original filing (PDF)20250716102141NAL0003044449001

Dethlefsen & BALK Inc.

Name: Dethlefsen & BALK Inc. — Dethlefsen & BALK 401(k), Form 5500 (2024)
Creator: Dethlefsen & BALK Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dethlefsen & BALK 401(k) Plan

401(k) retirement plan · Dethlefsen & BALK Inc.'s Dethlefsen & BALK 401(k) Plan held $222K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$222K

Net assets (EOY)

$222K

People on this filing

Silvia Rettore signed Dethlefsen & BALK Inc.'s 2024 Form 5500 as plan administrator.

Silvia Rettore — 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

Dethlefsen & BALK Inc.'s EIN is 33-1103140.

EIN 33-1103140

Plan number 001

Plan year 2024

ACK ID 20250716102141NAL0003044449001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dethlefsen & BALK Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dethlefsen & BALK 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 (92nd percentile).

Plan sponsor

Name

DETHLEFSEN & BALK INC.

EIN

all filings

Address

203 N LASALLE STREET · STE 2550 · CHICAGO, IL · 60601

Phone

(312) 628-8917

Industry

Retail Trade

Plan administrator