How big is Daymark Wealth Partners, LLC's plan?

Daymark Wealth Partners, LLC's plan reported $781K in assets and 20 participants for 2024.

Original filing (PDF)20250723142826NAL0010695394001

Daymark Wealth Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

Daymark Wealth Partners, LLC 401(k) Plan

401(k) retirement plan · Daymark Wealth Partners, LLC's Daymark Wealth Partners, LLC 401(k) Plan held $781K in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$781K

Net assets (EOY)

$781K

People on this filing

Steven Satter signed Daymark Wealth Partners, LLC's 2024 Form 5500 as plan administrator.

Steven Satter — 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

Daymark Wealth Partners, LLC's EIN is 88-2642047.

EIN 88-2642047

Plan number 001

Plan year 2024

ACK ID 20250723142826NAL0010695394001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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