How big is Dixon Financial Group, LLC's plan?

Dixon Financial Group, LLC's plan reported $1.5M in assets for 2025.

Original filing (PDF)20260413175924NAL0017448129001

Dixon Financial Group, LLC

Name: Dixon Financial Group, LLC — Dixon Financial Group, Form 5500 (2025)
Creator: Dixon Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dixon Financial Group, LLC 401(k) P/S Plan

401(k) retirement plan · Dixon Financial Group, LLC's Dixon Financial Group, LLC 401(k) P/S Plan reported $1.5M in plan assets in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

David Dixon signed Dixon Financial Group, LLC's 2025 Form 5500 as plan administrator.

David Dixon — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Dixon Financial Group, LLC's EIN is 20-0586234.

EIN 20-0586234

Plan number 001

Plan year 2025

ACK ID 20260413175924NAL0017448129001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Dixon Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Dixon Financial Group, LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DIXON FINANCIAL GROUP, LLC.

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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