How big is Dynasty Wealth LLC's plan?

Dynasty Wealth LLC's plan reported $156 in assets and 3 participants for 2023.

Original filing (PDF)20241015180547NAL0059087938001

Dynasty Wealth LLC

Name: Dynasty Wealth LLC — Dynasty Wealth 401(k) Plan, Form 5500 (2023)
Creator: Dynasty Wealth LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dynasty Wealth 401(k) Plan

401(k) retirement plan · Dynasty Wealth LLC's Dynasty Wealth 401(k) Plan held $156 in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$156

Net assets (EOY)

$156

Plan identifiers

Dynasty Wealth LLC's EIN is 46-5755840.

EIN 46-5755840

Plan number 001

Plan year 2023

ACK ID 20241015180547NAL0059087938001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Dynasty Wealth LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Dynasty Wealth LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DYNASTY WEALTH LLC.

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Plan health score

Above-average plan

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

Knocking points off