How big is Harkinson Dewan Management, LLC's plan?

Harkinson Dewan Management, LLC's plan reported $473K in assets and 8 participants for 2024.

Original filing (PDF)20250429155232NAL0000465075001

Harkinson Dewan Management, LLC

Name: Harkinson Dewan Management, LLC — Harkinson Dewan, Form 5500 (2024)
Creator: Harkinson Dewan Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Harkinson Dewan Management, LLC 401(k) Plan

401(k) retirement plan · Harkinson Dewan Management, LLC's Harkinson Dewan Management, LLC 401(k) Plan held $473K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$473K

Net assets (EOY)

$473K

People on this filing

Troy Dewan signed Harkinson Dewan Management, LLC's 2024 Form 5500 as plan administrator.

Troy Dewan — 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

Harkinson Dewan Management, LLC's EIN is 86-2818212.

EIN 86-2818212

Plan number 001

Plan year 2024

ACK ID 20250429155232NAL0000465075001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Harkinson Dewan Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Harkinson Dewan Management, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HARKINSON DEWAN MANAGEMENT, 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

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 (89th percentile).

Plan sponsor

Name

HARKINSON DEWAN MANAGEMENT, LLC

EIN

all filings

Address

4560 BELT LINE ROAD · SUITE 400 · ADDISON, TX · 75001

Phone

(972) 934-8414

Industry

Real Estate

Plan administrator