How big is Daulton and Associates Inc.'s plan?

Daulton and Associates Inc.'s plan reported $64K in assets and 23 participants for 2024.

Original filing (PDF)20250717154304NAL0000574545001

Daulton and Associates Inc.

Name: Daulton and Associates Inc. — Daulton and Associates, Form 5500 (2024)
Creator: Daulton and Associates Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Daulton and Associates Inc. 401(k) Plan

401(k) retirement plan · Daulton and Associates Inc.'s Daulton and Associates Inc. 401(k) Plan held $64K in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$64K

Net assets (EOY)

$64K

People on this filing

Marcus Bowie signed Daulton and Associates Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Daulton and Associates Inc.'s EIN is 45-5083468.

EIN 45-5083468

Plan number 001

Plan year 2024

ACK ID 20250717154304NAL0000574545001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Daulton and Associates Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Daulton and Associates Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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

Knocking points off