How big is Robert E Dalton's plan?

Robert E Dalton's plan reported $75K in assets and 9 participants for 2024.

Original filing (PDF)20250624151622NAL0004286771001

Robert E Dalton

Name: Robert E Dalton — Robert E Dalton 401(k) Profit, Form 5500 (2024)
Creator: Robert E Dalton
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert E Dalton 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Robert E Dalton's Robert E Dalton 401(k) Profit Sharing Plan & Trust held $75K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$75K

Net assets (EOY)

$75K

People on this filing

Robert Dalton signed Robert E Dalton's 2024 Form 5500 as plan administrator.

Robert Dalton — 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

Robert E Dalton's EIN is 77-0292745.

EIN 77-0292745

Plan number 001

Plan year 2024

ACK ID 20250624151622NAL0004286771001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Robert E Dalton from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Robert E Dalton'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 ROBERT E DALTON.

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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

Vendor & structure

100

Knocking points off