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

DSI Wealth Management Group, Inc.'s plan reported $2.3M in assets and 4 participants for 2024.

Original filing (PDF)20251015133056NAL0009834802001

DSI Wealth Management Group, Inc.

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

Form 5500-SF

FILING_RECEIVED

DSI Wealth Management Group, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · DSI Wealth Management Group, Inc.'s DSI Wealth Management Group, Inc. 401(k) Profit Sharing Plan held $2.3M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

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

EIN 46-0734509

Plan number 003

Plan year 2024

ACK ID 20251015133056NAL0009834802001

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 profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score