Dynasty Financial Partners, LLC (EIN 27-2037539) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $5.6M in plan assets and 276 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Dynasty Financial Partners, LLC 401(k) Plan | 001 | 136 | $5.6M |
| Dynasty Financial Partners Welfare Benefits Plan | 501 | 140 | $0 |
27-2037539 is the Employer Identification Number (EIN) Dynasty Financial Partners, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Florida EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
