How big is DFN Advisors, Inc.'s plan?

DFN Advisors, Inc.'s plan reported $706K in assets and 2 participants for 2025.

Original filing (PDF)20260302085330NAL0000640467001

DFN Advisors, Inc.

Name: DFN Advisors, Inc. — Davidman Financial Network, Form 5500 (2025)
Creator: DFN Advisors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Davidman Financial Network 401(k) Plan

401(k) retirement plan · DFN Advisors, Inc.'s Davidman Financial Network 401(k) Plan held $706K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$706K

Net assets (EOY)

$706K

Plan identifiers

DFN Advisors, Inc.'s EIN is 84-4707791.

EIN 84-4707791

Plan number 001

Plan year 2025

ACK ID 20260302085330NAL0000640467001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for DFN Advisors, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

DFN Advisors, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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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