How big is DBJ WM, LLC's plan?

DBJ WM, LLC's plan reported $1.1M in assets and 9 participants for 2024.

Original filing (PDF)20250529105356NAL0007732017001

DBJ WM, LLC

Name: DBJ WM, LLC — Benson Wealth Management 401(k) Plan, Form 5500 (2024)
Creator: DBJ WM, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Benson Wealth Management 401(k) Plan

401(k) retirement plan · DBJ WM, LLC's Benson Wealth Management 401(k) Plan held $1.1M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Charlie KEHR signed DBJ WM, LLC's 2024 Form 5500 as plan administrator.

Charlie KEHR — 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

DBJ WM, LLC's EIN is 86-1768026.

EIN 86-1768026

Plan number 001

Plan year 2024

ACK ID 20250529105356NAL0007732017001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for DBJ WM, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

DBJ WM, LLC'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 DBJ WM, 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