How big is James E. DY's plan?

James E. DY's plan reported $591K in assets and 3 participants for 2024.

Original filing (PDF)20251013131751NAL0000644227001

James E. DY

Name: James E. DY — James E. DY 401(k) Plan, Form 5500 (2024)
Creator: James E. DY
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James E. DY 401(k) Plan

401(k) retirement plan · James E. DY's James E. DY 401(k) Plan held $591K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$591K

Net assets (EOY)

$591K

Plan identifiers

James E. DY's EIN is 45-5441335.

EIN 45-5441335

Plan number 001

Plan year 2024

ACK ID 20251013131751NAL0000644227001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for James E. DY from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

James E. DY's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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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 (96th percentile).

Plan sponsor

Name

JAMES E. DY

EIN

all filings

Address

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

Phone

(908) 719-8700

Industry

Finance & Insurance

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

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