· 2022–2024 · DOL EFAST2

Dally Associates, Inc. — Dally + Associates 401(k), Form 5500 (2025)

Original filing (PDF)20260312110021NAL0006456864001

Dally Associates, Inc.

Form 5500-SF

FILING_RECEIVED

Dally + Associates 401(k) Profit Sharing Plan

401(k) retirement plan · Dally Associates, Inc.'s Dally + Associates 401(k) Profit Sharing Plan held $3.2M in plan assets for 61 participants in 2025.

Active participants

61

Accounts w/ balance

41

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan health score

Above-average plan

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

33

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

DALLY ASSOCIATES, INC.

EIN

76-0535489all filings

Address

9800 RICHMOND AVE · STE 600 · HOUSTON, TX · 77042

Phone

(713) 337-8881

Industry

Engineering Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-03-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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