How big is DWL, Ltd.'s plan?

DWL, Ltd.'s plan reported $520K in assets and 2 participants for 2024.

Original filing (PDF)20251013101613NAL0002377906001

DWL, Ltd.

Name: DWL, Ltd. — DWL 401(k) Plan, Form 5500 (2024)
Creator: DWL, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

DWL 401(k) Plan

401(k) retirement plan · DWL, Ltd.'s DWL 401(k) Plan held $520K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$520K

Net assets (EOY)

$520K

People on this filing

Sam Ferguson signed DWL, Ltd.'s 2024 Form 5500 as plan administrator.

Sam Ferguson — 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

DWL, Ltd.'s EIN is 87-1597807.

EIN 87-1597807

Plan number 001

Plan year 2024

ACK ID 20251013101613NAL0002377906001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

DWL, Ltd.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

DWL, LTD.

EIN

all filings

Address

COMPAS C/O DWL. LTD. · 230 E. HOPKINS AVENUE · ASPEN, CO · 81611

Phone

(970) 925-6063

Industry

Real Estate

Plan administrator