Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DSI WEALTH MANAGEMENT GROUP, INC.
EIN 46-0734509financial servicesLatest filing 2024
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
7
1017 COLLINGTREE STREET - LAS VEGAS, NV 89145626-919-3456dsiwealthmanagement.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M assets / 7 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
DSI WEALTH MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$2.3M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
JOSEPH RUBINSTEIN DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$800K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | DSI WEALTH MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN | 401k | $2.3M | 5 | 2024 | |
| 002 | JOSEPH RUBINSTEIN DEFINED BENEFIT PENSION PLAN | TraditionalDB | $800K | 2 | 2024 |
Retirement plans