· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DANA KITCHENS & ASSOCIATES INC — DANA KITCHENS & ASSOCIATES INC PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250409161929NAL0038247010001
DANA KITCHENS & ASSOCIATES INC
Form 5500-SF
FILING_RECEIVED
DANA KITCHENS & ASSOCIATES INC PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
3
Accounts w/ balance
4
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
DANA KITCHENS & ASSOCIATES INC
.
Find decision makers
Plan sponsor
Name
DANA KITCHENS & ASSOCIATES INC
EIN
68-0403213
Address
5464 SKYLANE BLVD SUITE F · SANTA ROSA, CA · 95403
Phone
(707) 571-8326
Industry
Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-09
Pension benefit codes
2E · Profit-sharing
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 Construction plans
WENTHOLD EXCAVATING, LLC.
WENTHOLD EXCAVATING 401(K) PLAN
$1.3M · 29 participants
COMMERCIAL CONSTRUCTION MANAGEMENT, INC.
COMMERCIAL CONSTRUCTION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN
$1.3M · 10 participants
PARTS PER MILLION, INC.
PARTS PER MILLION, INC. 401(K) PLAN
$1.3M · 16 participants
CTI CORPORATION DBA CURRENT TECHNOLOGIES
CTI/TITANIUM 401(K) PLAN
$1.3M · 48 participants
GEORGIA AUTOMATIC SPRINKLER COMPANY, INC.
GEORGIA AUTOMATIC SPRINKLER COMPANY, INC. 401(K) 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 · 55 participants
ALLISON & HAINEY, INC.
EMPLOYEE PROFIT SHARING PLAN OF ALLISON & HAINEY, INC, DBA CONCRETE CORING COMPANY
$1.3M · 14 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B