How big is DGM Financial, LLC's plan?

DGM Financial, LLC's plan reported $1.3M in assets and 8 participants for 2024.

Original filing (PDF)20251216162436NAL0002970337001

DGM Financial, LLC

Name: DGM Financial, LLC — DGM Financial 401(k) Plan, Form 5500 (2024)
Creator: DGM Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

DGM Financial 401(k) Plan

401(k) retirement plan · DGM Financial, LLC's DGM Financial 401(k) Plan held $1.3M in plan assets for 8 participants in 2024.

Signals · 1

Late filing · 1.0 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

DGM Financial, LLC's EIN is 27-1061147.

EIN 27-1061147

Plan number 001

Plan year 2024

ACK ID 20251216162436NAL0002970337001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

DGM Financial, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off