How big is Dragonfly Advisory Group LLC's plan?

Dragonfly Advisory Group LLC's plan reported $422K in assets and 28 participants for 2024.

Original filing (PDF)20250717154930NAL0000302835001

Dragonfly Advisory Group LLC

Name: Dragonfly Advisory Group LLC — Dragonfly Advisory, Form 5500 (2024)
Creator: Dragonfly Advisory Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dragonfly Advisory Group LLC 401(k) Plan

401(k) retirement plan · Dragonfly Advisory Group LLC's Dragonfly Advisory Group LLC 401(k) Plan held $422K in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$422K

Net assets (EOY)

$422K

People on this filing

Marcus Bowie signed Dragonfly Advisory Group LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Dragonfly Advisory Group LLC's EIN is 81-2025500.

EIN 81-2025500

Plan number 001

Plan year 2024

ACK ID 20250717154930NAL0000302835001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dragonfly Advisory Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dragonfly Advisory Group 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 DRAGONFLY ADVISORY GROUP 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