Original filing (PDF)20251014130228NAL0001385811001

DWH, LLC

Name: DWH, LLC — DWH 401K PLAN, Form 5500 (2024)
Creator: DWH, LLC

Form 5500-SF

FILING_RECEIVED

DWH 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$999K

Net assets (EOY)

$999K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DWH, LLC.

Plan sponsor

Name

DWH, LLC

EIN

27-0535522

Address

180 MONROE AVE., NW, SUITE 2R · GRAND RAPIDS, MI · 495032802

Phone

(616) 233-0020

Industry

Finance & Insurancesee all

Plan administrator

Name

DWH, LLC

EIN

27-0535522

City

GRAND RAPIDS, MI

Phone

(616) 233-0020

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

SWANSON CAPITAL CORPORATION CASH BALANCE PLAN

$1000K · 2 participants

HENRY P PLATA

HENRY P PLATA 401K PROFIT SHARING PLAN

$1000K · 5 participants

BA SUPERSTRUCTURE LLC

BA SUPERSTRUCTURE LLC 401(K) PROFIT SHARING PLAN & TRUST

$1000K · 17 participants

WEALTH SOLUTIONS BY DESIGN, PLLC

WEALTH SOLUTIONS BY DESIGN CASH BALANCE PLAN

$1000K · 4 participants

FINANCIAL SOLUTIONS, INC.

FINANCIAL SOLUTIONS, INC. 401(K) PLAN