Dwc - The 401(K) Experts
St Paul, MN
Dwc - The 401(K) Experts of St Paul, MN is the broker of record on 11 Form 5500 Schedule A filings covering 6 employer benefit plans across 6 states, with $0 in reported broker commissions (plan year 2025).
Quick answer
Dwc - The 401(K) Experts (St Paul, MN) is the broker of record for 6 employer benefit plan sponsors on 11 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Dwc - The 401(K) Experts have?
- Dwc - The 401(K) Experts is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors in 6 states.
- Who are Dwc - The 401(K) Experts's largest employer clients?
- By plan participants, the largest include Roots Management Group, LLC (557 participants), Hybrid Promotions, LLC (551 participants) and Pivotal Housing Partners LLC (233 participants).
- Where is Dwc - The 401(K) Experts located?
- Dwc - The 401(K) Experts is based in St Paul, MN and has employer clients in 6 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Dwc - The 401(K) Experts on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Roots Management Group, LLC | AZ | 557 | 2025-12-31 |
| Hybrid Promotions, LLC | CA | 551 | 2025-12-31 |
| Pivotal Housing Partners LLC | OH | 233 | 2024-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.