Original filing (PDF)20240606220035NAL0040179376078

DOVETAIL ESSENTIALS, LLC

Name: DOVETAIL ESSENTIALS, LLC — DOVETAIL ESSENTIALS 401(K) PLAN, Form 5500 (2023)
Creator: DOVETAIL ESSENTIALS, LLC

Form 5500-SF

FILING_RECEIVED

DOVETAIL ESSENTIALS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DOVETAIL ESSENTIALS, LLC.

Plan sponsor

Name

DOVETAIL ESSENTIALS, LLC

EIN

81-3621035

Address

211 E PARKWOOD RD · DECATUR, GA · 30030

Phone

(706) 577-6791

Industry

Retail Tradesee all

Plan administrator

Name

GUIDELINE, INC.

EIN

47-4474775

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-18

Filed

2024-06-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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