How big is Wealth Dimensions Group, Ltd.'s plan?

Wealth Dimensions Group, Ltd.'s plan reported $8.2M in assets and 18 participants for 2024.

Original filing (PDF)20251002141642NAL0000595777003

Wealth Dimensions Group, Ltd.

Name: Wealth Dimensions Group, Ltd. — Wealth Dimensions, Form 5500 (2024)
Creator: Wealth Dimensions Group, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wealth Dimensions Group, Ltd. Profit Sharing Plan

401(k) retirement plan · Wealth Dimensions Group, Ltd.'s Wealth Dimensions Group, Ltd. Profit Sharing Plan held $8.2M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.2M

Net assets (EOY)

$8.2M

People on this filing

Jeremy J. Schira signed Wealth Dimensions Group, Ltd.'s 2024 Form 5500 as plan administrator.

Jeremy J. Schira — 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

Wealth Dimensions Group, Ltd.'s EIN is 31-1579140.

EIN 31-1579140

Plan number 001

Plan year 2024

ACK ID 20251002141642NAL0000595777003

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wealth Dimensions Group, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wealth Dimensions Group, Ltd.'s plan includes profit-sharing, 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 WEALTH DIMENSIONS GROUP, LTD.

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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