How big is DMR Team LLC's plan?

DMR Team LLC's plan reported $736K in assets and 7 participants for 2024.

Original filing (PDF)20250521074145NAL0001648065001

DMR Team LLC

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

Form 5500-SF

FILING_RECEIVED

DMR Team LLC 401(k) Plan

401(k) retirement plan · DMR Team LLC's DMR Team LLC 401(k) Plan held $736K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$736K

Net assets (EOY)

$736K

People on this filing

Daniel Lydon signed DMR Team LLC's 2024 Form 5500 as plan administrator.

Daniel Lydon — 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

DMR Team LLC's EIN is 99-1388874.

EIN 99-1388874

Plan number 001

Plan year 2024

ACK ID 20250521074145NAL0001648065001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

DMR Team LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).

Plan sponsor

Name

DMR TEAM LLC

EIN

all filings

Address

1511 N WEST SHORE BLVD. · SUITE 800 · TAMPA, FL · 33607

Phone

(518) 941-9490

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

2025-05-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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