· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DICKENS MITCHENER & ASSOCIATES — DICKENS MITCHENER & ASSOCIATES SAFE HARBOR 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250711085347NAL0004109699001
DICKENS MITCHENER & ASSOCIATES
Form 5500-SF
FILING_RECEIVED
DICKENS MITCHENER & ASSOCIATES SAFE HARBOR 401(K) PLAN
401(k) retirement plan
Active participants
13
Accounts w/ balance
25
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
DICKENS MITCHENER & ASSOCIATES
.
Find decision makers
Plan sponsor
Name
DICKENS MITCHENER & ASSOCIATES
EIN
56-1751575
Address
2330 RANDOLPH ROAD · CHARLOTTE, NC · 28207
Phone
(704) 342-1000
Industry
Real Estate
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-11
Pension benefit codes
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
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
Related plans
Similar-size Real Estate plans
WARNER REAL ESTATE AND AUCTION
WARNER REAL ESTATE AND AUCTION INC 401K PLAN
$1.3M · 3 participants
RETAIL STRATEGIES GROUP, INC.
RETAIL STRATEGIES GROUP, INC. PROFIT SHARING PLAN
$1.3M · 4 participants
REDWOOD REALTY ADVISORS
REDWOOD REALTY ADVISORS PROFIT SHARING PLAN
$1.3M · 3 participants
TRIMAC GROUP, LLC
TRIMAC GROUP, LLC 401(K) PROFIT SHARING PLAN & TRUST
$1.3M · 3 participants
THE JILL SCHUSTER TEAM LLC
JILL SCHUSTER PENSION PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$1.3M · 2 participants
MCDK ENTERPRISES, INC.
MARY CHEATHAM KING REAL ESTATE 401(K) PROFIT SHARING PLAN
$1.3M · 32 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
