Original filing (PDF)20250911140532NAL0000281107001

DISBENNETT FINANCIAL SERVICES, LLC

Name: DISBENNETT FINANCIAL SERVICES, LLC — DISBENNETT WEALTH MANAGEMENT GROUP 401(K) PLAN, Form 5500 (2024)
Creator: DISBENNETT FINANCIAL SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

DISBENNETT WEALTH MANAGEMENT GROUP 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$509K

Net assets (EOY)

$509K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).

Decision-maker contacts

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

Plan sponsor

Name

DISBENNETT FINANCIAL SERVICES, LLC

DBA

DBA DISBENNETT WEALTH MANAGEMENT GROUP

EIN

45-2424470all filings

Address

4660 OLD COLUMBUS RD NW · CARROLL, OH · 43112

Phone

(740) 277-6172

Industry