Original filing (PDF)20250829095749NAL0011067233001

DSQUARED TRES LLC DBA PLAN WELL PRIVATE WEALTH SERVICES

Name: DSQUARED TRES LLC DBA PLAN WELL PRIVATE WEALTH SERVICES — DSQUARED TRES LLC 401(K) PLAN, Form 5500 (2024)
Creator: DSQUARED TRES LLC DBA PLAN WELL PRIVATE WEALTH SERVICES

Form 5500-SF

FILING_RECEIVED

DSQUARED TRES LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$246K

Net assets (EOY)

$246K

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.
High average account balance (91st percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DSQUARED TRES LLC DBA PLAN WELL PRIVATE WEALTH SERVICES.

Plan sponsor

Name

DSQUARED TRES LLC DBA PLAN WELL PRIVATE WEALTH SERVICES

EIN

85-2647823all filings

Address

14607 SAN PEDRO AVENUE, SUITE 290 · SAN ANTONIO, TX · 78232

Phone

(210) 714-3730

Industry

Finance & Insurancesee all

Plan administrator