How big is DWM PLLC's plan?

DWM PLLC's plan reported $82K in assets and 28 participants for 2025.

Original filing (PDF)20260514092743NAL0010540384001

DWM PLLC

Name: DWM PLLC — DWM PLLC 401(k) Profit Sharing Plan &, Form 5500 (2025)
Creator: DWM PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

DWM PLLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · DWM PLLC's DWM PLLC 401(k) Profit Sharing Plan & Trust held $82K in plan assets for 28 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$82K

Net assets (EOY)

$82K

People on this filing

Edward Rojas signed DWM PLLC's 2025 Form 5500 as plan administrator.

Edward Rojas — 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

DWM PLLC's EIN is 76-0524162.

EIN 76-0524162

Plan number 001

Plan year 2025

ACK ID 20260514092743NAL0010540384001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

DWM PLLC'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 DWM PLLC.

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Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

DWM PLLC

EIN

all filings

Address

6065 HILLCROFT ST STE 508 · HOUSTON, TX · 770811197

Phone

(713) 782-0082

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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