How big is Dankle, Brunson & Lee, Ltd.'s plan?

Dankle, Brunson & Lee, Ltd.'s plan reported $5.3M in assets and 6 participants for 2024.

Original filing (PDF)20251014121518NAL0001359043001

Dankle, Brunson & Lee, Ltd.

Name: Dankle, Brunson & Lee, Ltd. — Dankle,Brunson &, Form 5500 (2024)
Creator: Dankle, Brunson & Lee, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dankle,Brunson & Lee,Ltd., Employees' Retirement Plan

Defined-contribution retirement plan · Dankle, Brunson & Lee, Ltd.'s Dankle,Brunson & Lee,Ltd., Employees' Retirement Plan held $5.3M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

People on this filing

WM Casey Dankle signed Dankle, Brunson & Lee, Ltd.'s 2024 Form 5500 as plan administrator.

WM Casey Dankle — 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

Dankle, Brunson & Lee, Ltd.'s EIN is 37-0988553.

EIN 37-0988553

Plan number 001

Plan year 2024

ACK ID 20251014121518NAL0001359043001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dankle, Brunson & Lee, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dankle, Brunson & Lee, Ltd.'s plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DANKLE, BRUNSON & LEE, LTD..

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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