How big is Del MAR Wealth Management Inc.'s plan?

Del MAR Wealth Management Inc.'s plan reported $608K in assets and 2 participants for 2025.

Original filing (PDF)20260126134032NAL0001605987001

Del MAR Wealth Management Inc.

Name: Del MAR Wealth Management Inc. — Del MAR Wealth, Form 5500 (2025)
Creator: Del MAR Wealth Management Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Del MAR Wealth Management 401(k) Plan

401(k) retirement plan · Del MAR Wealth Management Inc.'s Del MAR Wealth Management 401(k) Plan held $608K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$608K

Net assets (EOY)

$608K

Plan identifiers

Del MAR Wealth Management Inc.'s EIN is 46-4216041.

EIN 46-4216041

Plan number 001

Plan year 2025

ACK ID 20260126134032NAL0001605987001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Del MAR Wealth Management Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Del MAR Wealth Management Inc.'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 DEL MAR WEALTH MANAGEMENT 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