How big is D. Augustine & Associates' plan?

D. Augustine & Associates' plan reported $1.5M in assets and 52 participants for 2024.

Original filing (PDF)20251014134836NAL0006159634001

D. Augustine & Associates

Name: D. Augustine & Associates — D. Augustine &, Form 5500 (2024)
Creator: D. Augustine & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

D. Augustine & Associates 401(k) Profit Sharing Plan

401(k) retirement plan · D. Augustine & Associates' D. Augustine & Associates 401(k) Profit Sharing Plan held $1.5M in plan assets for 52 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Robert Nelson signed D. Augustine & Associates' 2024 Form 5500 as plan administrator.

Robert Nelson — 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

D. Augustine & Associates' EIN is 71-0920616.

EIN 71-0920616

Plan number 001

Plan year 2024

ACK ID 20251014134836NAL0006159634001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for D. Augustine & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

D. Augustine & Associates' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for D. AUGUSTINE & ASSOCIATES.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

D. AUGUSTINE & ASSOCIATES

EIN

all filings

Address

915 HIGHLAND POINTE DR · SUITE 250 · ROSEVILLE, CA · 95678

Phone

(916) 774-9600

Industry

Professional & Technical Services

Plan administrator