How big is Dovetail Software Inc.'s plan?

Dovetail Software Inc.'s plan reported $5.3M in assets and 29 participants for 2024.

Original filing (PDF)20250729104040NAL0001522035001

Dovetail Software Inc.

Name: Dovetail Software Inc. — Dovetail Software, Form 5500 (2024)
Creator: Dovetail Software Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dovetail Software Retirement Plan

401(k) retirement plan · Dovetail Software Inc.'s Dovetail Software Retirement Plan held $5.3M in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

Plan identifiers

Dovetail Software Inc.'s EIN is 74-2852509.

EIN 74-2852509

Plan number 001

Plan year 2024

ACK ID 20250729104040NAL0001522035001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Dovetail Software Inc.'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 DOVETAIL SOFTWARE INC.

Finding similar companies…

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