What public Form 5500 filings show about the DSF Wealth Management Group LLC 401(k) plan — and how to find and check your own account.
DSF Wealth Management Group LLC (EIN 45-1683110) reports DSF WEALTH MANAGEMENT GROUP 401(K) PLAN on its most recent Form 5500, with $2.8M in plan assets across 20 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full DSF Wealth Management Group LLC filing — schedules, fees, and providers.
DSF Wealth Management Group LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask DSF Wealth Management Group LLCHR for the recordkeeper’s name and login.
