How big is DSI Wealth Management Group, Inc.'s plan?

DSI Wealth Management Group, Inc.'s plan reported $800K in assets and 2 participants for 2024.

Original filing (PDF)20251015231036NAL0002942291001

DSI Wealth Management Group, Inc.

Name: DSI Wealth Management Group, Inc. — Joseph Rubinstei, Form 5500 (2024)
Creator: DSI Wealth Management Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joseph Rubinstein Defined Benefit Pension Plan

Defined-benefit pension plan · DSI Wealth Management Group, Inc.'s Joseph Rubinstein Defined Benefit Pension Plan held $800K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$800K

Net assets (EOY)

$800K

Plan identifiers

DSI Wealth Management Group, Inc.'s EIN is 46-0734509.

EIN 46-0734509

Plan number 002

Plan year 2024

ACK ID 20251015231036NAL0002942291001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

DSI Wealth Management Group, Inc.'s plan includes a defined-benefit pension formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score