How big is Todd Dexter & Associates LLC's plan?

Todd Dexter & Associates LLC's plan reported $940K in assets and 3 participants for 2024.

Original filing (PDF)20251007150205NAL0002768979001

Todd Dexter & Associates LLC

Name: Todd Dexter & Associates LLC — Todd Dexter &, Form 5500 (2024)
Creator: Todd Dexter & Associates LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Todd Dexter & Associates LLC 401(k) Plan

401(k) retirement plan · Todd Dexter & Associates LLC's Todd Dexter & Associates LLC 401(k) Plan held $940K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$940K

Net assets (EOY)

$940K

People on this filing

CHAD Carroll signed Todd Dexter & Associates LLC's 2024 Form 5500 as plan administrator.

CHAD Carroll — 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

Todd Dexter & Associates LLC's EIN is 45-3044214.

EIN 45-3044214

Plan number 001

Plan year 2024

ACK ID 20251007150205NAL0002768979001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Todd Dexter & Associates LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Todd Dexter & Associates LLC'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 TODD DEXTER & ASSOCIATES LLC.

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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 (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

TODD DEXTER & ASSOCIATES LLC

EIN

all filings

Address

4975 PRESTON PARK BLVD. · SUITE 830 · PLANO, TX · 75093

Phone

(214) 789-8590

Industry

Professional & Technical Services

Plan administrator