Original filing (PDF)20250212154629NAL0011015907001

DAHLEM AND ASSOCIATES LLC

Name: DAHLEM AND ASSOCIATES LLC — DAHLEM AND ASSOCIATES LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: DAHLEM AND ASSOCIATES LLC

Form 5500-SF

FILING_RECEIVED

DAHLEM AND ASSOCIATES LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAHLEM AND ASSOCIATES LLC.

Plan sponsor

Name

DAHLEM AND ASSOCIATES LLC

EIN

46-3740119

Address

1265 MANOR DRIVE · PITTSBURGH, PA · 15241

Phone

(412) 287-2183

Industry

Professional & Technical Servicessee 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

2025-02-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

MEDIATAVERN, LLC

MEDIATAVERN, LLC DEFINED BENEFIT PLAN

$1.8M · 3 participants

CAL BUSINESS SOLUTIONS, INC.

CAL BUSINESS SOLUTIONS 401(K) PLAN

$1.8M · 21 participants

OUTERBOX SOLUTIONS, INC.

OUTERBOX SOLUTIONS, INC. 401(K) PLAN

$1.8M · 226 participants

AMPC LLC

AMPC LLC PROFIT SHARING PLAN

$1.8M · 3 participants

INFRACORE, LLC.

INFRACORE 401(K) PLAN

$1.8M · 34 participants