How big is Djcos Advisors' plan?

Djcos Advisors' plan reported $179K in assets and 8 participants for 2024.

Original filing (PDF)20250522090649NAL0004307824001

Djcos Advisors

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

Form 5500-SF

FILING_RECEIVED

Djcos Advisors 401(k) Plan

401(k) retirement plan · Djcos Advisors' Djcos Advisors 401(k) Plan held $179K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$179K

Net assets (EOY)

$179K

People on this filing

DAWN Scotti signed Djcos Advisors' 2024 Form 5500 as plan administrator.

DAWN Scotti — 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

Djcos Advisors' EIN is 88-0596870.

EIN 88-0596870

Plan number 001

Plan year 2024

ACK ID 20250522090649NAL0004307824001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

DJCOS ADVISORS

EIN

all filings

Address

1919 HYLAN BLVD · STE 10 · STATEN ISLAND, NY · 10305

Phone

(718) 351-7538

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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