How big is David J. Eisenhauer's plan?

David J. Eisenhauer's plan reported $549K in assets and 4 participants for 2024.

Original filing (PDF)20250915125603NAL0000734883002

David J. Eisenhauer

Name: David J. Eisenhauer — David J.Eisenhauer Team, Form 5500 (2024)
Creator: David J. Eisenhauer
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David J.Eisenhauer Team Retirement Plan

401(k) retirement plan · David J. Eisenhauer's David J.Eisenhauer Team Retirement Plan held $549K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$549K

Net assets (EOY)

$549K

People on this filing

David J. Eisenhauer signed David J. Eisenhauer's 2024 Form 5500 as plan administrator.

David J. Eisenhauer — 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

David J. Eisenhauer's EIN is 45-2938413.

EIN 45-2938413

Plan number 001

Plan year 2024

ACK ID 20250915125603NAL0000734883002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

David J. Eisenhauer's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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 average account balance (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

DAVID J. EISENHAUER

EIN

all filings

Address

100 PRINGLE AVENUE SUITE 505 · WALNUT CREEK, CA · 94596

Phone

(925) 296-5171

Industry

Finance & Insurance

Plan administrator