How big is Dewees Private Wealth Management's plan?

Dewees Private Wealth Management's plan reported $360K in assets and 11 participants for 2024.

Original filing (PDF)20250919091459NAL0002856675001

Dewees Private Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Dewees Private Wealth Management 401(k) Plan

401(k) retirement plan · Dewees Private Wealth Management's Dewees Private Wealth Management 401(k) Plan held $360K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$360K

Net assets (EOY)

$360K

Plan identifiers

Dewees Private Wealth Management's EIN is 99-0789051.

EIN 99-0789051

Plan number 001

Plan year 2024

ACK ID 20250919091459NAL0002856675001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Dewees Private Wealth Management'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 DEWEES PRIVATE WEALTH MANAGEMENT.

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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