Original filing (PDF)20250324171542NAL0009395411001

DANA BUTCHER ASSOC

Name: DANA BUTCHER ASSOC — DANA BUTCHER ASSOC 401(K) PLAN, Form 5500 (2024)
Creator: DANA BUTCHER ASSOC

Form 5500-SF

FILING_RECEIVED

DANA BUTCHER ASSOC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 DANA BUTCHER ASSOC.

Plan sponsor

Name

DANA BUTCHER ASSOC

EIN

77-0352292

Address

6475 N. PALM AVE. STE 101 · FRESNO, CA · 93704

Phone

(559) 446-2001

Industry

Real Estatesee 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

2025-03-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

MAYFAIR MANAGEMENT GROUP, LP

MAYFAIR MANAGEMENT GROUP, LP 401(K) PLAN

$1.9M · 328 participants

REDSIDE PARTNERS LLC

REDSIDE PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST

$1.9M · 66 participants

DIXON ADVISORY USA INC

DIXON ADVISORY USA, INC. 401K PLAN

$1.9M · 3 participants

BAY HARBOR COMPANY, L.L.C.

BAY HARBOR 401(K) RETIREMENT PLAN & TRUST

$1.9M · 55 participants

HURLEY GROUP PROPERTY MANAGEMENT, LLC

HURLEY GROUP 401(K) PLAN