How big is DFP, Inc.'s plan?

DFP, Inc.'s plan reported $631K in assets and 43 participants for 2024.

Original filing (PDF)20260309094438NAL0002148097001

DFP, Inc.

Name: DFP, Inc. — Edward Ferrell & Lewis Mittman 401(k), Form 5500 (2024)
Creator: DFP, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Edward Ferrell & Lewis Mittman 401(k) Plan

401(k) retirement plan · DFP, Inc.'s Edward Ferrell & Lewis Mittman 401(k) Plan held $631K in plan assets for 43 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$631K

Net assets (EOY)

$631K

People on this filing

Justin Glazer signed DFP, Inc.'s 2024 Form 5500 as plan administrator.

Justin Glazer — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

DFP, Inc.'s EIN is 56-1533604.

EIN 56-1533604

Plan number 001

Plan year 2024

ACK ID 20260309094438NAL0002148097001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DFP, INC..

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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

Knocking points off