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

Dodds Wealth Management, LLC's plan reported $49K in assets and 5 participants for 2024.

Original filing (PDF)20250611143455NAL0012295011002

Dodds Wealth Management, LLC

Name: Dodds Wealth Management, LLC — Dodds Wealth, Form 5500 (2024)
Creator: Dodds Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dodds Wealth Management Retirement Plan

401(k) retirement plan · Dodds Wealth Management, LLC's Dodds Wealth Management Retirement Plan held $49K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$49K

Net assets (EOY)

$49K

People on this filing

Adrian Dodds signed Dodds Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Adrian Dodds — 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

Dodds Wealth Management, LLC's EIN is 86-2544111.

EIN 86-2544111

Plan number 001

Plan year 2024

ACK ID 20250611143455NAL0012295011002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Dodds Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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