Dividend Investors, Ltd. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Dividend Investors, Ltd.
  • Sponsor EIN: 942410310
  • Sponsor Address: 385 WOODVIEW AVENUE, STE. 100, MORGAN HILL, CA, 950372891
  • Plan Type: DC
  • Total Participants: 0
  • Total Assets: $15.3M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20240$15.3M$0$0
20230$26.7M$0$0
20220$24.3M$0$0

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