How big is DH Wealth Management's plan?

DH Wealth Management's plan reported $1.4M in assets and 5 participants for 2025.

Original filing (PDF)20260309160931NAL0003021170001

DH Wealth Management

Name: DH Wealth Management — DHWM 401(k) Profit Sharing, Form 5500 (2025)
Creator: DH Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

DHWM 401(k) Profit Sharing Plan

401(k) retirement plan · DH Wealth Management's DHWM 401(k) Profit Sharing Plan held $1.4M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

WILL Dietz signed DH Wealth Management's 2025 Form 5500 as plan administrator.

WILL Dietz — 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

DH Wealth Management's EIN is 47-1702940.

EIN 47-1702940

Plan number 001

Plan year 2025

ACK ID 20260309160931NAL0003021170001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for DH Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

DH Wealth Management'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 DH 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