How big is Dale Partners' plan?

Dale Partners' plan reported $5.2M in assets and 34 participants for 2024.

Original filing (PDF)20251015152341NAL0004979505001

Dale Partners

Name: Dale Partners — Dale Partners 401(k) Profit Sharing, Form 5500 (2024)
Creator: Dale Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dale Partners 401(k) Profit Sharing Plan

401(k) retirement plan · Dale Partners' Dale Partners 401(k) Profit Sharing Plan held $5.2M in plan assets for 34 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

Plan identifiers

Dale Partners' EIN is 64-0854019.

EIN 64-0854019

Plan number 001

Plan year 2024

ACK ID 20251015152341NAL0004979505001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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