How big is Dreher Investment Services Inc.'s plan?

Dreher Investment Services Inc.'s plan reported $718K in assets and 6 participants for 2024.

Original filing (PDF)20250205134416NAL0005245923001

Dreher Investment Services Inc.

Name: Dreher Investment Services Inc. — Dreher Retirement, Form 5500 (2024)
Creator: Dreher Investment Services Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dreher Retirement Plan

401(k) retirement plan · Dreher Investment Services Inc.'s Dreher Retirement Plan held $718K in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$718K

Net assets (EOY)

$718K

Plan identifiers

Dreher Investment Services Inc.'s EIN is 75-2640323.

EIN 75-2640323

Plan number 001

Plan year 2024

ACK ID 20250205134416NAL0005245923001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Dreher Investment Services Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction.

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