How big is SUE A. Dillard's plan?

SUE A. Dillard's plan reported $479K in assets and 3 participants for 2024.

Original filing (PDF)20251010180637NAL0008563009001

SUE A. Dillard

Name: SUE A. Dillard — SUE A. Dillard Profit Sharing Plan, Form 5500 (2024)
Creator: SUE A. Dillard
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SUE A. Dillard Profit Sharing Plan

Defined-contribution retirement plan · SUE A. Dillard's SUE A. Dillard Profit Sharing Plan held $479K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$479K

Net assets (EOY)

$479K

People on this filing

SUE Dillard signed SUE A. Dillard's 2024 Form 5500 as plan administrator.

SUE Dillard — 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

SUE A. Dillard's EIN is 75-2413996.

EIN 75-2413996

Plan number 001

Plan year 2024

ACK ID 20251010180637NAL0008563009001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

SUE A. Dillard's plan includes profit-sharing, automatic enrollment, life insurance.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUE A. DILLARD.

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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 (99th percentile).

Plan sponsor

Name

SUE A. DILLARD

EIN

all filings

Address

200 E MAIN ST · SONORA, TX · 769502605

Phone

(325) 387-3893

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator