How big is DFE Returns' plan?

DFE Returns' plan reported $14.8M in assets for 2024.

Original filing (PDF)20250915145946NAL0003232914002

DFE Returns

Name: DFE Returns — Sage Cash Balance Growth, Form 5500 (2024)
Creator: DFE Returns
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Sage Cash Balance Growth

Employee benefit plan · DFE Returns' Sage Cash Balance Growth reported $14.8M in plan assets in 2024.

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$14.8M

Net assets (EOY)

$14.8M

Plan identifiers

DFE Returns' EIN is 36-6071399.

EIN 36-6071399

Plan number 825

Plan year 2024

ACK ID 20250915145946NAL0003232914002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for DFE Returns from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DFE RETURNS.

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

DFE RETURNS

EIN

all filings

Address

DIVERSIFIED INVESTMENT ADVISORS · 4333 EDGEWOOD RD NE, MD 0009 · CEDAR RAPIDS, IA · 52499

Phone

(319) 355-5357

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

825

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-15

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.