How big is Dodds Wealth, LLC's plan?

Dodds Wealth, LLC's plan reported $2.4M in assets and 13 participants for 2024.

Original filing (PDF)20250618141418NAL0001441027001

Dodds Wealth, LLC

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

Form 5500-SF

FILING_RECEIVED

Dodds Wealth Management, LLC 401(k) Plan and Trust

401(k) retirement plan · Dodds Wealth, LLC's Dodds Wealth Management, LLC 401(k) Plan and Trust held $2.4M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

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

Andrew 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, LLC's EIN is 92-0936676.

EIN 92-0936676

Plan number 001

Plan year 2024

ACK ID 20250618141418NAL0001441027001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Dodds Wealth, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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