DULIN, WARD & DEWALD, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
77
Accounts w/ balance
86
Plan assets (EOY)
$25.4M
Net assets (EOY)
$25.4M
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
56
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 DULIN WARD & DEWALD INC..
Plan sponsor
Name
DULIN WARD & DEWALD INC.
EIN
35-1344820
Address
9921 DUPONT CIRCLE DRIVE WEST 300 · FORT WAYNE, IN · 468251610
Phone
(260) 423-2414
Industry
CPA Offices· Professional & Technical Servicessee all
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
2025-06-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
