How big is DM Stratton LLC's plan?

DM Stratton LLC's plan reported $467K in assets and 13 participants for 2025.

Original filing (PDF)20260317154632NAL0002251073001

DM Stratton LLC

Name: DM Stratton LLC — DM Stratton 401(k) Plan, Form 5500 (2025)
Creator: DM Stratton LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

DM Stratton 401(k) Plan

401(k) retirement plan · DM Stratton LLC's DM Stratton 401(k) Plan held $467K in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$467K

Net assets (EOY)

$467K

People on this filing

Rosalynn Ritschard signed DM Stratton LLC's 2025 Form 5500 as plan administrator.

Rosalynn Ritschard — 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

DM Stratton LLC's EIN is 59-2886957.

EIN 59-2886957

Plan number 001

Plan year 2025

ACK ID 20260317154632NAL0002251073001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for DM Stratton LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

DM Stratton LLC'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 DM STRATTON LLC.

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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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).

Plan sponsor

Name

DM STRATTON LLC

EIN

all filings

Address

5633 HIGHWAY 17 S · GREEN COVE SPRINGS, FL · 32043

Phone

(904) 813-0232

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-03-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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