How big is Dolence Advisors PA's plan?

Dolence Advisors PA's plan reported $234K in assets and 5 participants for 2024.

Original filing (PDF)20250709050824NAL0004493601001

Dolence Advisors PA

Name: Dolence Advisors PA — Dolence Advisors P.A. 401(k), Form 5500 (2024)
Creator: Dolence Advisors PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dolence Advisors P.A. 401(k)

401(k) retirement plan · Dolence Advisors PA's Dolence Advisors P.A. 401(k) held $234K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$234K

Net assets (EOY)

$234K

People on this filing

Courtney Means signed Dolence Advisors PA's 2024 Form 5500 as plan administrator.

Courtney Means — 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

Dolence Advisors PA's EIN is 59-2192266.

EIN 59-2192266

Plan number 001

Plan year 2024

ACK ID 20250709050824NAL0004493601001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dolence Advisors PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dolence Advisors PA'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 DOLENCE ADVISORS PA.

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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