How big is DD Wealth Management's plan?

DD Wealth Management's plan reported $885K in assets and 8 participants for 2024.

Original filing (PDF)20250919091820NAL0003314530001

DD Wealth Management

Name: DD Wealth Management — Legend Rochester 401(k), Form 5500 (2024)
Creator: DD Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Legend Rochester 401(k) Profit Sharing Plan

401(k) retirement plan · DD Wealth Management's Legend Rochester 401(k) Profit Sharing Plan held $885K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$885K

Net assets (EOY)

$885K

Plan identifiers

DD Wealth Management's EIN is 46-4951625.

EIN 46-4951625

Plan number 001

Plan year 2024

ACK ID 20250919091820NAL0003314530001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

DD Wealth Management'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 DD WEALTH MANAGEMENT.

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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