How big is Dovetail Decision Consultants Inc.'s plan?

Dovetail Decision Consultants Inc.'s plan reported $1.0M in assets and 6 participants for 2024.

Original filing (PDF)20251009123319NAL0003572419001

Dovetail Decision Consultants Inc.

Name: Dovetail Decision Consultants Inc. — Dovetail, Form 5500 (2024)
Creator: Dovetail Decision Consultants Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dovetail Decision Consultants 401(k) Profit Sharing Plan

401(k) retirement plan · Dovetail Decision Consultants Inc.'s Dovetail Decision Consultants 401(k) Profit Sharing Plan held $1.0M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

Dovetail Decision Consultants Inc.'s EIN is 42-1572092.

EIN 42-1572092

Plan number 001

Plan year 2024

ACK ID 20251009123319NAL0003572419001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dovetail Decision Consultants Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dovetail Decision Consultants 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 (88th percentile).

Plan sponsor

Name

DOVETAIL DECISION CONSULTANTS INC

EIN

all filings

Address

183 SAN GERONIMO VALLEY DRIVE · PMB 229 · WOODACRE, CA · 949738713

Phone

(415) 699-7041

Industry

Professional & Technical Services

Plan administrator