How big is LITA Dirks and Co., LLC's plan?

LITA Dirks and Co., LLC's plan reported $280K in assets and 14 participants for 2024.

Original filing (PDF)20250620113941NAL0003848513001

LITA Dirks and Co., LLC

Name: LITA Dirks and Co., LLC — LITA Dirks and Co., LLC, Form 5500 (2024)
Creator: LITA Dirks and Co., LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LITA Dirks and Co., LLC 401(k) Plan

401(k) retirement plan · LITA Dirks and Co., LLC's LITA Dirks and Co., LLC 401(k) Plan held $280K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$280K

Net assets (EOY)

$280K

People on this filing

Susan Montgomery signed LITA Dirks and Co., LLC's 2024 Form 5500 as plan administrator.

Susan Montgomery — 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

LITA Dirks and Co., LLC's EIN is 84-1301802.

EIN 84-1301802

Plan number 001

Plan year 2024

ACK ID 20250620113941NAL0003848513001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LITA Dirks and Co., LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LITA Dirks and Co., LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LITA DIRKS AND CO., 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

Knocking points off