How big is DANE Bauersfeld Financial Services LLC's plan?

DANE Bauersfeld Financial Services LLC's plan reported $87K in assets and 3 participants for 2024.

Original filing (PDF)20250521172731NAL0003236448001

DANE Bauersfeld Financial Services LLC

Name: DANE Bauersfeld Financial Services LLC — Form 5500 Plan 001 (2024)
Creator: DANE Bauersfeld Financial Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

DANE Bauersfeld Financial Services LLC 401(k) Plan

401(k) retirement plan · DANE Bauersfeld Financial Services LLC's DANE Bauersfeld Financial Services LLC 401(k) Plan held $87K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$87K

Net assets (EOY)

$87K

People on this filing

DANE K Bauersfeld signed DANE Bauersfeld Financial Services LLC's 2024 Form 5500 as plan administrator.

DANE K Bauersfeld — 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

DANE Bauersfeld Financial Services LLC's EIN is 85-1437980.

EIN 85-1437980

Plan number 001

Plan year 2024

ACK ID 20250521172731NAL0003236448001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for DANE Bauersfeld Financial Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

DANE Bauersfeld Financial Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DANE BAUERSFELD FINANCIAL SERVICES LLC.

Finding similar companies…

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