How big is Demore Wealth Management LLC's plan?

Demore Wealth Management LLC's plan reported $150K in assets and 2 participants for 2024.

Original filing (PDF)20250722111845NAL0006716562001

Demore Wealth Management LLC

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

Form 5500-SF

FILING_RECEIVED

Demore Wealth Management LLC 401(k) Plan

401(k) retirement plan · Demore Wealth Management LLC's Demore Wealth Management LLC 401(k) Plan held $150K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$150K

Net assets (EOY)

$150K

People on this filing

DAVE Demore signed Demore Wealth Management LLC's 2024 Form 5500 as plan administrator.

DAVE Demore — 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

Demore Wealth Management LLC's EIN is 81-1002686.

EIN 81-1002686

Plan number 001

Plan year 2024

ACK ID 20250722111845NAL0006716562001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

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