Original filing (PDF)20240229111216NAL0015303921001

D.F. DENT AND COMPANY, INC.

Name: D.F. DENT AND COMPANY, INC. — D.F. DENT AND COMPANY, INC. PROFIT SHARING PLAN, Form 5500 (2023)
Creator: D.F. DENT AND COMPANY, INC.

Form 5500-SF

FILING_RECEIVED

D.F. DENT AND COMPANY, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$98.5M

Net assets (EOY)

$98.5M

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 D.F. DENT AND COMPANY, INC..

Plan sponsor

Name

D.F. DENT AND COMPANY, INC.

EIN

52-1045318

Address

400 E. PRATT STREET · 7TH FLOOR · BALTIMORE, MD · 21202

Phone

(410) 837-2544

Industry

Finance & Insurancesee all

Plan administrator

Name

ADMINISTRATIVE COMMITTEE

EIN

52-1051438

City

BALTIMORE, MD

Phone

(410) 837-2544

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-02-29

Pension benefit codes

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

2E · Profit-sharing

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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