Original filing (PDF)20251002094148NAL0000259009001

DORFMAN & COMPANY, LLP

Name: DORFMAN & COMPANY, LLP — DORFMAN & COMPANY, LLP 401(K) PLAN, Form 5500 (2024)
Creator: DORFMAN & COMPANY, LLP

Form 5500-SF

FILING_RECEIVED

DORFMAN & COMPANY, LLP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$652K

Net assets (EOY)

$652K

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 (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DORFMAN & COMPANY, LLP.

Plan sponsor

Name

DORFMAN & COMPANY, LLP

EIN

83-1617766all filings

Address

6420 WILSHIRE BLVD. #800 · LOS ANGELES, CA · 90048

Phone

(323) 934-1100

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