How big is Dovetail Wealth Management, LLC's plan?

Dovetail Wealth Management, LLC's plan reported $189K in assets and 4 participants for 2025.

Original filing (PDF)20260515074819NAL0018159266001

Dovetail Wealth Management, LLC

Name: Dovetail Wealth Management, LLC — Dovetail Wealth, Form 5500 (2025)
Creator: Dovetail Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dovetail Wealth Management 401(k) Plan

401(k) retirement plan · Dovetail Wealth Management, LLC's Dovetail Wealth Management 401(k) Plan held $189K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$189K

Net assets (EOY)

$189K

People on this filing

Louis Hughes signed Dovetail Wealth Management, LLC's 2025 Form 5500 as plan administrator.

Louis Hughes — 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

Dovetail Wealth Management, LLC's EIN is 61-1909085.

EIN 61-1909085

Plan number 001

Plan year 2025

ACK ID 20260515074819NAL0018159266001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Dovetail Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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