How big is B.W. DYER and Co., LLC's plan?

B.W. DYER and Co., LLC's plan reported $1.6M in assets and 5 participants for 2025.

Original filing (PDF)20260407100459NAL0004922291001

B.W. DYER and Co., LLC

Name: B.W. DYER and Co., LLC — B.W. DYER and Co., LLC, Form 5500 (2025)
Creator: B.W. DYER and Co., LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

B.W. DYER and Co., LLC 401(k) Plan

401(k) retirement plan · B.W. DYER and Co., LLC's B.W. DYER and Co., LLC 401(k) Plan held $1.6M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

B.W. DYER and Co., LLC's EIN is 20-0456013.

EIN 20-0456013

Plan number 001

Plan year 2025

ACK ID 20260407100459NAL0004922291001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for B.W. DYER and Co., LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

B.W. DYER and Co., LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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