Original filing (PDF)20250430115911NAL0001142483001

D & O PARTNERS, INC.

Name: D & O PARTNERS, INC. — D & O PARTNERS 401(K) PLAN, Form 5500 (2024)
Creator: D & O PARTNERS, INC.

Form 5500-SF

FILING_RECEIVED

D & O PARTNERS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$510K

Net assets (EOY)

$510K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for D & O PARTNERS, INC..

Plan sponsor

Name

D & O PARTNERS, INC.

EIN

45-2967186all filings

Address

1140 BLOOMFIELD AVE. STE 219 · WEST CALDWELL, NJ · 07006

Phone

(973) 521-7051

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

Related plans

Similar-size Insurance Agencies & Brokerages plans

ACTION FINANCIAL PLANNING, INC.

ACTION FINANCIAL PLANNING, INC. 401(K) PLAN

$510K · 9 participants

BURKE & BURKE INSURANCE LLC

$511K · 20 participants

VALICENTI INSURANCE SERVICES, INC.

VALICENTI INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN

$511K · 3 participants

KOLLER INSURANCE SERVICES INC.

KOLLER INSURANCE SERVICES, INC. 401K PS PLAN

$511K · 3 participants

BOARDMAN-HAMILTON COMPANY

BOARDMAN-HAMILTON COMPANY 401(K) PROFIT SHARING PLAN & TRUST

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.