Original filing (PDF)20251013163124NAL0003696482001

DCM MANAGEMENT, INC.

Name: DCM MANAGEMENT, INC. — DCM 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: DCM MANAGEMENT, INC.

Form 5500-SF

FILING_RECEIVED

DCM 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$14.1M

Net assets (EOY)

$14.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DCM MANAGEMENT, INC..

Plan sponsor

Name

DCM MANAGEMENT, INC.

EIN

94-3256745

Address

2420 SAND HILL ROAD SUITE 200 · MENLO PARK, CA · 94025

Phone

(650) 233-1400

Industry

Finance & Insurancesee all

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

2025-10-13

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

WELTON INVESTMENT PARTNERS LLC

WELTON INVESTMENT PARTNERS LLC PROFIT SHARING 401(K) PLAN

$14.1M · 21 participants

STERLING INVEST PARTNERS ADVISERS IV, LLC

STERLING INVESTMENT PARTNERS ADVISERS IV, LLC 401(K) PLAN

$14.2M · 24 participants

WAKEFIELD AND ASSOCIATES, INC.

WAKEFIELD AND ASSOCIATES, LLC TAX FAVORED SAVINGS PLAN

$14.1M · 467 participants

MANAGEMENT EMPLOYMENT, LLC

MANAGEMENT EMPLOYMENT, LLC 401(K) SAVINGS PLAN

$14.1M · 23 participants

SILVEROAK WEALTH MANAGEMENT, LLC