How big is DPFG, LLC's plan?

DPFG, LLC's plan reported $7.6M in assets and 41 participants for 2024.

Original filing (PDF)20250821102948NAL0002024819001

DPFG, LLC

Name: DPFG, LLC — DPFG 401(k) Profit Sharing Plan, Form 5500 (2024)
Creator: DPFG, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

DPFG 401(k) Profit Sharing Plan

401(k) retirement plan · DPFG, LLC's DPFG 401(k) Profit Sharing Plan held $7.6M in plan assets for 41 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.6M

Net assets (EOY)

$7.6M

People on this filing

Joyce HE signed DPFG, LLC's 2024 Form 5500 as plan administrator.

Joyce HE — 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

DPFG, LLC's EIN is 86-3593374.

EIN 86-3593374

Plan number 001

Plan year 2024

ACK ID 20250821102948NAL0002024819001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DPFG, 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 (87th percentile).

Plan sponsor

Name

DPFG, LLC

EIN

all filings

Address

26840 ALISO VIEJO PARKWAY, STE 110 · ALISO VIEJO, CA · 92656

Phone

(949) 388-9269

Industry

Real Estate

Plan administrator