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

Del MAR Wealth Management, Inc.'s plan reported $1.5M in assets and 2 participants for 2025.

Original filing (PDF)20260218111127NAL0006974145001

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 Defined Benefit Pension Plan

Defined-benefit pension plan · Del MAR Wealth Management, Inc.'s Del MAR Wealth Management Defined Benefit Pension Plan held $1.5M in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

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

EIN 46-4216041

Plan number 002

Plan year 2025

ACK ID 20260218111127NAL0006974145001

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 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 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 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