Original filing (PDF)20250808083909NAL0005270016001

DEHART ASSOCIATES LLC

Name: DEHART ASSOCIATES LLC — UNCLE BAXTER LLC, Form 5500 (2024)
Creator: DEHART ASSOCIATES LLC

Form 5500-SF

FILING_RECEIVED

UNCLE BAXTER LLC

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

218

Accounts w/ balance

Plan assets (EOY)

$319K

Net assets (EOY)

$319K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DEHART ASSOCIATES LLC.

Plan sponsor

Name

DEHART ASSOCIATES LLC

EIN

59-3828872

Address

8 DEHART STREET · MORRISTOWN, NJ · 07960

Phone

(201) 919-8941

Industry

Accommodation & Food Servicessee 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

2025-08-08

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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