Original filing (PDF)20250603113630NAL0007565923001

DEL MAR WEALTH MANAGEMENT, INC

Name: DEL MAR WEALTH MANAGEMENT, INC — DEL MAR WEALTH MANAGEMENT DEFINED BENEFIT PENSION PLAN, Form 5500 (2024)
Creator: DEL MAR WEALTH MANAGEMENT, INC

Form 5500-SF

FILING_RECEIVED

DEL MAR WEALTH MANAGEMENT DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DEL MAR WEALTH MANAGEMENT, INC.

Plan sponsor

Name

DEL MAR WEALTH MANAGEMENT, INC

EIN

46-4216041

Address

1110 CAMINO DEL MAR · SUITE B · DEL MAR, CA · 92014

Phone

(858) 480-3818

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-03

Pension benefit codes

1A · Pay-related DB formula

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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