SQUARE DEAL INVESTMENT MANAGEMENT, INC. DBA SQUARE DEAL INVESTMENTS
Form 5500-SF
FILING_RECEIVED
SQUARE DEAL INVESTMENTS 401(K) PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
7
Plan assets (EOY)
$341K
Net assets (EOY)
$341K
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
78
Vendor & structure
100
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 SQUARE DEAL INVESTMENT MANAGEMENT, INC. DBA SQUARE DEAL INVESTMENTS.
Plan sponsor
Name
SQUARE DEAL INVESTMENT MANAGEMENT, INC. DBA SQUARE DEAL INVESTMENTS
EIN
81-4649380
Address
204 N. ROBINSON AVE., SUITE 2600 · OKLAHOMA CITY, OK · 73102
