How big is Daleo LIU PLLC's plan?

Daleo LIU PLLC's plan reported $406K in assets and 7 participants for 2024.

Original filing (PDF)20251002220141NAL0000884241001

Daleo LIU PLLC

Name: Daleo LIU PLLC — Daleo LIU PLLC 401(k) Plan, Form 5500 (2024)
Creator: Daleo LIU PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Daleo LIU PLLC 401(k) Plan

401(k) retirement plan · Daleo LIU PLLC's Daleo LIU PLLC 401(k) Plan held $406K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$406K

Net assets (EOY)

$406K

People on this filing

James Daleo signed Daleo LIU PLLC's 2024 Form 5500 as plan administrator.

James Daleo — 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

Daleo LIU PLLC's EIN is 87-3272410.

EIN 87-3272410

Plan number 001

Plan year 2024

ACK ID 20251002220141NAL0000884241001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Daleo LIU PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Daleo LIU PLLC'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 DALEO LIU PLLC.

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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