Original filing (PDF)20250521172731NAL0003236448001

DANE BAUERSFELD FINANCIAL SERVICES LLC

Name: DANE BAUERSFELD FINANCIAL SERVICES LLC — DANE BAUERSFELD FINANCIAL SERVICES LLC 401(K) PLAN, Form 5500 (2024)
Creator: DANE BAUERSFELD FINANCIAL SERVICES LLC

Form 5500-SF

FILING_RECEIVED

DANE BAUERSFELD FINANCIAL SERVICES LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$87K

Net assets (EOY)

$87K

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.

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.

Plan sponsor

Name

DANE BAUERSFELD FINANCIAL SERVICES LLC

EIN

85-1437980all filings

Address

4621 LACEY BLVD SE · LACEY, WA · 98503

Phone

(360) 357-4211

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator