Original filing (PDF)20250709153132NAL0008292960005

PETE DAILEY & ASSOCIATES INC.

Name: PETE DAILEY & ASSOCIATES INC. — PETE DAILEY & ASSOCIATES, INC EMPLOYEES PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: PETE DAILEY & ASSOCIATES INC.

Form 5500-SF

FILING_RECEIVED

PETE DAILEY & ASSOCIATES, INC EMPLOYEES PROFIT SHARING PLAN & TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PETE DAILEY & ASSOCIATES INC..

Plan sponsor

Name

PETE DAILEY & ASSOCIATES INC.

EIN

76-0443292

Address

5851 SAN FELIPE STE 755 · HOUSTON, TX · 77057

Phone

(713) 907-9542

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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 All Other Professional Services plans

GETTLER-RYAN INC.

GETTLER-RYAN INC. EMPLOYEE SAVINGS PLAN

$3.6M · 44 participants

GRADIANT CORPORATION

GRADIANT CORPORATION 401(K) PLAN

$3.6M · 56 participants

KRAMER TREE SPECIALISTS, INC.

KRAMER TREE SPECIALISTS, INC. EMPLOYEES' 401(K) AND PROFIT SHARING PLAN

$3.6M · 53 participants

IMATCH, LLC DBD MONTLAKE GROUP

IMATCH 401(K) PLAN

$3.6M · 15 participants

EBERLEIN DESIGN CONSULTANTS LTD.

EBERLEIN DESIGN CONSULTANTS LTD. 401(K) PROFIT SHARING PLAN