How big is DLAK Wealth Advisors' plan?

DLAK Wealth Advisors' plan reported $242K in assets and 7 participants for 2024.

Original filing (PDF)20251015225712NAL0011776082001

DLAK Wealth Advisors

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

Form 5500-SF

FILING_RECEIVED

DLAK Wealth Advisors Retirement Plan

401(k) retirement plan · DLAK Wealth Advisors' DLAK Wealth Advisors Retirement Plan held $242K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$242K

Net assets (EOY)

$242K

Plan identifiers

DLAK Wealth Advisors' EIN is 47-3432631.

EIN 47-3432631

Plan number 001

Plan year 2024

ACK ID 20251015225712NAL0011776082001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

DLAK Wealth Advisors' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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

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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