How big is Disbennett Financial Services, LLC's plan?

Disbennett Financial Services, LLC's plan reported $509K in assets and 4 participants for 2024.

Original filing (PDF)20250911140532NAL0000281107001

Disbennett Financial Services, LLC

Name: Disbennett Financial Services, LLC — Disbennett, Form 5500 (2024)
Creator: Disbennett Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Disbennett Wealth Management Group 401(k) Plan

401(k) retirement plan · Disbennett Financial Services, LLC's Disbennett Wealth Management Group 401(k) Plan held $509K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$509K

Net assets (EOY)

$509K

Plan identifiers

Disbennett Financial Services, LLC's EIN is 45-2424470.

EIN 45-2424470

Plan number 001

Plan year 2024

ACK ID 20250911140532NAL0000281107001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Disbennett Financial Services, 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 DISBENNETT FINANCIAL SERVICES, LLC.

Finding similar companies…

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