Original filing (PDF)20250729071335NAL0002909153001

DAVID R DEAN & ASSOCIATES LLC

Name: DAVID R DEAN & ASSOCIATES LLC — DAVID R. DEAN & ASSOCIATES, LL 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: DAVID R DEAN & ASSOCIATES LLC

Form 5500-SF

FILING_RECEIVED

DAVID R. DEAN & ASSOCIATES, LL 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$67K

Net assets (EOY)

$67K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID R DEAN & ASSOCIATES LLC.

Plan sponsor

Name

DAVID R DEAN & ASSOCIATES LLC

EIN

81-4949982

Address

3475 SWALLOWS CREEK RD · HIAWASSEE, GA · 305464150

Phone

(678) 410-1812

Industry