How big is DOLE & Sons, Inc. DBA Paul DOLE Insurance Agency's plan?

DOLE & Sons, Inc. DBA Paul DOLE Insurance Agency's plan reported $2.2M in assets and 9 participants for 2024.

Original filing (PDF)20250915143839NAL0000753603001

DOLE & Sons, Inc. DBA Paul DOLE Insurance Agency

Name: DOLE & Sons, Inc. DBA Paul DOLE Insurance Agency — Form 5500 Plan 003 (2024)
Creator: DOLE & Sons, Inc. DBA Paul DOLE Insurance Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

DOLE & Sons, Inc. DBA Paul DOLE Insurance Agency 401(k) Profit Sharing Plan

401(k) retirement plan · DOLE & Sons, Inc. DBA Paul DOLE Insurance Agency's DOLE & Sons, Inc. DBA Paul DOLE Insurance Agency 401(k) Profit Sharing Plan held $2.2M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Patti Ewert signed DOLE & Sons, Inc. DBA Paul DOLE Insurance Agency's 2024 Form 5500 as plan administrator.

Patti Ewert — 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

DOLE & Sons, Inc. DBA Paul DOLE Insurance Agency's EIN is 95-3049607.

EIN 95-3049607

Plan number 003

Plan year 2024

ACK ID 20250915143839NAL0000753603001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for DOLE & Sons, Inc. DBA Paul DOLE Insurance Agency from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

DOLE & Sons, Inc. DBA Paul DOLE Insurance Agency's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DOLE & SONS, INC. DBA PAUL DOLE INSURANCE AGENCY.

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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