How big is Dawson James Securities, Inc.'s plan?

Dawson James Securities, Inc.'s plan reported $1.6M in assets and 25 participants for 2024.

Original filing (PDF)20251007155803NAL0004813665001

Dawson James Securities, Inc.

Name: Dawson James Securities, Inc. — DJSI Retirement Plan, Form 5500 (2024)
Creator: Dawson James Securities, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

DJSI Retirement Plan

401(k) retirement plan · Dawson James Securities, Inc.'s DJSI Retirement Plan held $1.6M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Dawson James Securities, Inc.'s EIN is 20-0161722.

EIN 20-0161722

Plan number 001

Plan year 2024

ACK ID 20251007155803NAL0004813665001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dawson James Securities, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dawson James Securities, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAWSON JAMES SECURITIES, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score