How big is Dodds Wealth Advisors, Inc.'s plan?

Dodds Wealth Advisors, Inc.'s plan reported $471K in assets and 2 participants for 2024.

Original filing (PDF)20250904070954NAL0016052065001

Dodds Wealth Advisors, Inc.

Name: Dodds Wealth Advisors, Inc. — Dodds Wealth Advisors, Form 5500 (2024)
Creator: Dodds Wealth Advisors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dodds Wealth Advisors, Inc. 401(k) Plan

401(k) retirement plan · Dodds Wealth Advisors, Inc.'s Dodds Wealth Advisors, Inc. 401(k) Plan held $471K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$471K

Net assets (EOY)

$471K

People on this filing

Brian P. Dodds signed Dodds Wealth Advisors, Inc.'s 2024 Form 5500 as plan administrator.

Brian P. Dodds — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Dodds Wealth Advisors, Inc.'s EIN is 47-1160715.

EIN 47-1160715

Plan number 001

Plan year 2024

ACK ID 20250904070954NAL0016052065001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dodds Wealth Advisors, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dodds Wealth Advisors, 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 DODDS WEALTH ADVISORS, INC..

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

DODDS WEALTH ADVISORS, INC.

EIN

all filings

Address

1400 MARSH LANDING PKWY., SUITE 105 · JACKSONVILLE, FL · 32250

Phone

(904) 834-2049

Industry

Finance & Insurance

Plan administrator