Original filing (PDF)20250226070819NAL0001311634001

R.O.D. INC. DBA DALEE WATER CONDITIONING

Name: R.O.D. INC. DBA DALEE WATER CONDITIONING — DALEE WATER CONDITIONING 401(K) RETIREMENT PLAN, Form 5500 (2023)
Creator: R.O.D. INC. DBA DALEE WATER CONDITIONING

Form 5500-SF

FILING_RECEIVED

DALEE WATER CONDITIONING 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$990K

Net assets (EOY)

$990K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for R.O.D. INC. DBA DALEE WATER CONDITIONING.

Plan sponsor

Name

R.O.D. INC. DBA DALEE WATER CONDITIONING

EIN

39-1389268

Address

1360 E. BLUFF ROAD · WHITEWATER, WI · 53190

Phone

(262) 473-5524

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-02-26

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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