Original filing (PDF)20250527141345NAL0004003859001

DCH WEALTH MANAGEMENT, LLC

Name: DCH WEALTH MANAGEMENT, LLC — DCH WEALTH MANAGEMENT 401(K) PLAN, Form 5500 (2024)
Creator: DCH WEALTH MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

DCH WEALTH MANAGEMENT 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$130K

Net assets (EOY)

$130K

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.

Decision-maker contacts

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

Plan sponsor

Name

DCH WEALTH MANAGEMENT, LLC

EIN

81-3983854all filings

Address

147 2ND AVENUE S., STE 403 · ST PETERSBURG, FL · 337014399

Phone

—

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-27

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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