KEVIN DAHLKE INSURANCE BROKERAGE, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
High average account balance
Active participants
3
Accounts w/ balance
2
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
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
64
Vendor & structure
100
Knocking points off
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KEVIN DAHLKE INSURANCE BROKERAGE, INC..
Plan sponsor
Name
KEVIN DAHLKE INSURANCE BROKERAGE, INC.
EIN
45-2264347
Address
15396 BROAD OAKS RD. · EL CAJON, CA · 92021
Phone
(619) 287-8613
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
