How big is Day & Associates' plan?

Day & Associates' plan reported $1.1M in assets and 4 participants for 2025.

Original filing (PDF)20260327133527NAL0009875328001

Day & Associates

Name: Day & Associates — Form 5500 (2025)
Creator: Day & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Day & Associates

401(k) retirement plan · Day & Associates held $1.1M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Cathy J Day signed Day & Associates' 2025 Form 5500 as plan administrator.

Cathy J Day — 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

Day & Associates' EIN is 93-1218860.

EIN 93-1218860

Plan number 001

Plan year 2025

ACK ID 20260327133527NAL0009875328001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Day & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Day & Associates' 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 DAY & ASSOCIATES.

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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.

Plan sponsor

Name

DAY & ASSOCIATES

EIN

all filings

Address

16400 SW LANGER DRIVE · SHERWOOD, OR · 97140

Phone

(503) 625-1128

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-03-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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