Original filing (PDF)20250501075655NAL0002954033001

DWS PARTNERS LLC

Name: DWS PARTNERS LLC — DWS PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: DWS PARTNERS LLC

Form 5500-SF

FILING_RECEIVED

DWS PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$44K

Net assets (EOY)

$44K

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.

Decision-maker contacts

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

Plan sponsor

Name

DWS PARTNERS LLC

EIN

99-1436798all filings

Address

1865 E ADAMS DR · MAITLAND, FL · 327515859

Phone

(352) 650-0909

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-01

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

VENEY FINANCIAL GROUP

VENEY FINANCIAL GROUP 401(K) P/S PLAN

$44K · 3 participants

COLMINA, LLC

COLMINA, LLC 401(K) PLAN

$44K · 5 participants

K50 MANAGERS, LLC

K50 VENTURES 401(K) PLAN

$44K · 3 participants

GOLD 3PL LLC

GOLD 3PL LLC - 401(K)

$44K · 28 participants

BALDWIN WEALTH STRATEGIES LLC

BALDWIN WEALTH STRATEGIES LLC 401(K) PROFIT SHARING PLAN & TRUST

$44K · 3 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.