How big is D.R. Associates, LLC's plan?

D.R. Associates, LLC's plan reported $843K in assets and 5 participants for 2024.

Original filing (PDF)20251011114006NAL0004737091001

D.R. Associates, LLC

Name: D.R. Associates, LLC — D.R. Associates LLC 401(k), Form 5500 (2024)
Creator: D.R. Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

D.R. Associates LLC 401(k) Plan

401(k) retirement plan · D.R. Associates, LLC's D.R. Associates LLC 401(k) Plan held $843K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$843K

Net assets (EOY)

$843K

People on this filing

Richard Tatum signed D.R. Associates, LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

D.R. Associates, LLC's EIN is 81-3760089.

EIN 81-3760089

Plan number 001

Plan year 2024

ACK ID 20251011114006NAL0004737091001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for D.R. Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

D.R. Associates, LLC'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 D.R. ASSOCIATES, LLC.

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Plan health score

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

D.R. ASSOCIATES, LLC

EIN

all filings

Address

10835 DOVER STREET · SUITE 300 · WESTMINSTER, CO · 80021

Phone

(303) 934-2076

Industry

Professional & Technical Services

Plan administrator