How big is DGL Financial Services, LLC's plan?

DGL Financial Services, LLC's plan reported $1.2M in assets and 5 participants for 2024.

Original filing (PDF)20250728085457NAL0004084754001

DGL Financial Services, LLC

Name: DGL Financial Services, LLC — DGL Financial, Form 5500 (2024)
Creator: DGL Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

DGL Financial Services, LLC Cash Balance Plan

Defined-benefit pension plan · DGL Financial Services, LLC's DGL Financial Services, LLC Cash Balance Plan held $1.2M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Anthony Warren signed DGL Financial Services, LLC's 2024 Form 5500 as plan administrator.

Anthony Warren — 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

DGL Financial Services, LLC's EIN is 20-1657111.

EIN 20-1657111

Plan number 002

Plan year 2024

ACK ID 20250728085457NAL0004084754001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for DGL Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

DGL Financial Services, LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DGL FINANCIAL SERVICES, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score