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

DCH Wealth Management, LLC's plan reported $200K in assets and 5 participants for 2025.

Original filing (PDF)20260410162931NAL0014599184001

DCH Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

DCH Wealth Management 401(k) Plan

401(k) retirement plan · DCH Wealth Management, LLC's DCH Wealth Management 401(k) Plan held $200K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$200K

Net assets (EOY)

$200K

Plan identifiers

DCH Wealth Management, LLC's EIN is 81-3983854.

EIN 81-3983854

Plan number 001

Plan year 2025

ACK ID 20260410162931NAL0014599184001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

DCH Wealth Management, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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