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Original filing (PDF)20260127154631NAL0001603267001

DADWAL MANAGEMENT GROUP

Form 5500
FILING_RECEIVED
DADWAL MANAGEMENT 401K
401(k) retirement plan
Signals · 4
Late filing · 50.4 moNo auditor on file100% in single holdingNo recordkeeper disclosed
Active participants
133
Accounts w/ balance
1
Plan assets (EOY)
$52
Net assets (EOY)
$52
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score
62
/ 100
Grade C
Average plan with room to improve
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
35
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
65
Knocking points off
  • No independent qualified public accountant (IQPA) named.
  • Filed 50.4 months past the 10.5-month grace window.
  • Top holding "FID FREEDOM INDEX 2050 PREMIER" is 100% of plan.
  • No recordkeeper disclosed on Schedule C.
  • Only 1% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DADWAL MANAGEMENT GROUP.
Plan sponsor
Name
DADWAL MANAGEMENT GROUP
EIN
46-4262418
Address
1534 FREMONT BLVD SUITE D · SEASIDE, CA · 93955
Phone
(831) 210-5145
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2020-01-01
Tax period
2020-12-31
Filed
2026-01-27
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $52(100% of reported assets)
PIInvestmentTypeShares / unitsCostCurrent value% of plan
FID FREEDOM INDEX 2050 PREMIER$52100.0%

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