How big is Dominion Wealth Management's plan?

Dominion Wealth Management's plan reported $14K in assets and 1 participants for 2024.

Original filing (PDF)20250709093606NAL0002730947002

Dominion Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Dominion Wealth Management 401(k) Plan

401(k) retirement plan · Dominion Wealth Management's Dominion Wealth Management 401(k) Plan held $14K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$14K

Net assets (EOY)

$14K

People on this filing

Deborah MALM signed Dominion Wealth Management's 2024 Form 5500 as plan administrator.

Deborah MALM — 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

Dominion Wealth Management's EIN is 56-2192063.

EIN 56-2192063

Plan number 001

Plan year 2024

ACK ID 20250709093606NAL0002730947002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

DOMINION WEALTH MANAGEMENT

EIN

all filings

Address

4014 OLEANDER DR. SUITE 103 · WILMINGTON, NC · 28403

Phone

(910) 444-2258

Industry

Finance & Insurance

Plan administrator