How big is DSF Wealth Management Group LLC's plan?

DSF Wealth Management Group LLC's plan reported $2.8M in assets and 20 participants for 2025.

Original filing (PDF)20260411052915NAL0017271187001

DSF Wealth Management Group LLC

Name: DSF Wealth Management Group LLC — DSF Wealth, Form 5500 (2025)
Creator: DSF Wealth Management Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

DSF Wealth Management Group 401(k) Plan

401(k) retirement plan · DSF Wealth Management Group LLC's DSF Wealth Management Group 401(k) Plan held $2.8M in plan assets for 20 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Ryan Franks signed DSF Wealth Management Group LLC's 2025 Form 5500 as plan administrator.

Ryan Franks — 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

DSF Wealth Management Group LLC's EIN is 45-1683110.

EIN 45-1683110

Plan number 001

Plan year 2025

ACK ID 20260411052915NAL0017271187001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for DSF Wealth Management Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

DSF Wealth Management Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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