How big is Devaney & Associates Inc.'s plan?

Devaney & Associates Inc.'s plan reported $2.5M in assets and 10 participants for 2024.

Original filing (PDF)20250707105006NAL0005251728001

Devaney & Associates Inc.

Name: Devaney & Associates Inc. — Devaney & Associates, Form 5500 (2024)
Creator: Devaney & Associates Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Devaney & Associates Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Devaney & Associates Inc.'s Devaney & Associates Inc. 401(k) Profit Sharing Plan and Trust held $2.5M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

Devaney & Associates Inc.'s EIN is 52-1773210.

EIN 52-1773210

Plan number 001

Plan year 2024

ACK ID 20250707105006NAL0005251728001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Devaney & Associates Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Devaney & Associates Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

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