How big is Dachtler Wealth Management LLC's plan?

Dachtler Wealth Management LLC's plan reported $1.3M in assets and 4 participants for 2024.

Original filing (PDF)20250805193051NAL0002542640001

Dachtler Wealth Management LLC

Name: Dachtler Wealth Management LLC — Dachtler Wealth, Form 5500 (2024)
Creator: Dachtler Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dachtler Wealth Management 401(k) Plan

401(k) retirement plan · Dachtler Wealth Management LLC's Dachtler Wealth Management 401(k) Plan held $1.3M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Dachtler Wealth Management LLC's EIN is 20-4302269.

EIN 20-4302269

Plan number 001

Plan year 2024

ACK ID 20250805193051NAL0002542640001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dachtler Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dachtler Wealth Management LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DACHTLER WEALTH MANAGEMENT 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