DSI WEALTH MANAGEMENT GROUP, INC. 401(k) Plan
What public Form 5500 filings show about the DSI WEALTH MANAGEMENT GROUP, INC. 401(k) plan — and how to find and check your own account.
The DSI WEALTH MANAGEMENT GROUP, INC. 401(k) on its latest Form 5500
DSI WEALTH MANAGEMENT GROUP, INC. (EIN 46-0734509) reports DSI WEALTH MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $2.3M in plan assets across 4 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 DSI WEALTH MANAGEMENT GROUP, INC. filing — schedules, fees, and providers.
Who runs the DSI WEALTH MANAGEMENT GROUP, INC. 401(k)?
DSI WEALTH MANAGEMENT GROUP, INC.’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 DSI WEALTH MANAGEMENT GROUP, INC.HR for the recordkeeper’s name and login.
How to check your DSI WEALTH MANAGEMENT GROUP, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask DSI WEALTH MANAGEMENT GROUP, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).