DSI Wealth Management Group, Inc. (EIN 46-0734509) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $3.1M in plan assets and 6 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| DSI Wealth Management Group, Inc. 401(k) Profit Sharing Plan | 003 | 4 | $2.3M |
| Joseph Rubinstein Defined Benefit Pension Plan | 002 | 2 | $800K |
46-0734509 is the Employer Identification Number (EIN) DSI Wealth Management Group, Inc. 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 California EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
