How big is DSL Series PLLC's plan?

DSL Series PLLC's plan reported $588K in assets and 12 participants for 2025.

Original filing (PDF)20260518153519NAL0000288498001

DSL Series PLLC

Name: DSL Series PLLC — New Life Retirement Plan, Form 5500 (2025)
Creator: DSL Series PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

New Life Retirement Plan

401(k) retirement plan · DSL Series PLLC's New Life Retirement Plan held $588K in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$588K

Net assets (EOY)

$588K

People on this filing

Daniel Lee signed DSL Series PLLC's 2025 Form 5500 as plan administrator.

Daniel Lee — 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

DSL Series PLLC's EIN is 81-4621402.

EIN 81-4621402

Plan number 001

Plan year 2025

ACK ID 20260518153519NAL0000288498001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

DSL Series 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 DSL SERIES PLLC.

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).

Plan sponsor

Name

DSL SERIES PLLC

EIN

all filings

Address

108 SPRING RIDGE · BOERNE, TX 78006 · BOERNE, TX · 78006

Phone

(956) 564-2883

Industry

Health Care & Social Assistance

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

2026-05-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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