Original filing (PDF)20251013131751NAL0000644227001

JAMES E. DY

Name: JAMES E. DY — JAMES E. DY 401(K) PLAN, Form 5500 (2024)
Creator: JAMES E. DY

Form 5500-SF

FILING_RECEIVED

JAMES E. DY 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$591K

Net assets (EOY)

$591K

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 (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES E. DY.

Plan sponsor

Name

JAMES E. DY

EIN

45-5441335all filings

Address

364 MAIN STREET · SUITE 100 · BEDMINSTER, NJ · 07921

Phone

(908) 719-8700

Industry

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

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

HARKNESS FINANCIAL LLC

HARKNESS FINANCIAL LLC 401K PROFIT SHARING PLAN

$591K · 3 participants

LILANI WEALTH MANAGEMENT, INC.

LILANI WEALTH MANAGEMENT 401(K) PLAN

$591K · 1 participants

BEI FAMILY OFFICE, LLC

BEI FAMILY OFFICE, LLC 401(K) PLAN

$591K · 3 participants

ACADEMY OF MEDICAL ECONOMICS

ACADEMY OF MEDICAL ECONOMICS CASH BALANCE PLAN

$591K · 2 participants

MICHAEL J. AGRIESTI

MICHAEL J. AGRIESTI 401(K) PLAN

$591K · 5 participants

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