Original filing (PDF)20250528141627NAL0018872594001

DWYER BACHMAN AND NEWMAN, LLC

Name: DWYER BACHMAN AND NEWMAN, LLC — DWYER BACHMAN AND NEWMAN, LLC 401(K) PLAN, Form 5500 (2024)
Creator: DWYER BACHMAN AND NEWMAN, LLC

Form 5500-SF

FILING_RECEIVED

DWYER BACHMAN AND NEWMAN, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$879K

Net assets (EOY)

$879K

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 (85th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DWYER BACHMAN AND NEWMAN, LLC.

Plan sponsor

Name

DWYER BACHMAN AND NEWMAN, LLC

EIN

47-5615578all filings

Address

200 BROAD STREET · RED BANK, NJ · 07701

Phone

(732) 431-0150

Industry