Civic Intelligence

DWM ASSET MANAGEMENT, LLC.

Plan context: DWM ASSET MANAGEMENT, LLC. 401(K) PLAN

EIN 56-2633053 • Stamford, CT • 15 filings • 2 plans

100 First Stamford Place4th FloorStamford, CT 06902
Current Snapshot

Latest Year

2025

2025 Participants

19

2025 Assets

$5,476,440

2025 Contributions

$330,156

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$5,476,440$2,738,220$0201120182025YearValue
$5,476,440Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

36180201120182025YearValue
19Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025119$5,476,440$330,156$17,377iApproximate average salary by contribution assumption: employee only about $434,416 at 4% or $289,611 at 6%; with 50% employer match about $289,611 at 4% or $193,074 at 6%; with 100% employer match about $217,208 at 4% or $144,805 at 6%.
DWM ASSET MANAGEMENT, LLC. 401(K) PLAN-19$5,476,440$330,156$17,377iApproximate average salary by contribution assumption: employee only about $434,416 at 4% or $289,611 at 6%; with 50% employer match about $289,611 at 4% or $193,074 at 6%; with 100% employer match about $217,208 at 4% or $144,805 at 6%.
2024122$4,342,412$464,005$21,091iApproximate average salary by contribution assumption: employee only about $527,278 at 4% or $351,519 at 6%; with 50% employer match about $351,519 at 4% or $234,346 at 6%; with 100% employer match about $263,639 at 4% or $175,759 at 6%.
DWM ASSET MANAGEMENT, LLC. 401(K) PLAN-22$4,342,412$464,005$21,091iApproximate average salary by contribution assumption: employee only about $527,278 at 4% or $351,519 at 6%; with 50% employer match about $351,519 at 4% or $234,346 at 6%; with 100% employer match about $263,639 at 4% or $175,759 at 6%.
2023122$3,426,469$303,441$13,793iApproximate average salary by contribution assumption: employee only about $344,819 at 4% or $229,880 at 6%; with 50% employer match about $229,880 at 4% or $153,253 at 6%; with 100% employer match about $172,410 at 4% or $114,940 at 6%.
DWM ASSET MANAGEMENT, LLC. 401(K) PLAN-22$3,426,469$303,441$13,793iApproximate average salary by contribution assumption: employee only about $344,819 at 4% or $229,880 at 6%; with 50% employer match about $229,880 at 4% or $153,253 at 6%; with 100% employer match about $172,410 at 4% or $114,940 at 6%.
2022122$2,730,915$209,190$9,509iApproximate average salary by contribution assumption: employee only about $237,716 at 4% or $158,477 at 6%; with 50% employer match about $158,477 at 4% or $105,652 at 6%; with 100% employer match about $118,858 at 4% or $79,239 at 6%.
DWM ASSET MANAGEMENT, LLC. 401(K) PLAN-22$2,730,915$209,190$9,509iApproximate average salary by contribution assumption: employee only about $237,716 at 4% or $158,477 at 6%; with 50% employer match about $158,477 at 4% or $105,652 at 6%; with 100% employer match about $118,858 at 4% or $79,239 at 6%.
2021123$3,075,852$214,933$9,345iApproximate average salary by contribution assumption: employee only about $233,623 at 4% or $155,749 at 6%; with 50% employer match about $155,749 at 4% or $103,832 at 6%; with 100% employer match about $116,811 at 4% or $77,874 at 6%.
DWM ASSET MANAGEMENT, LLC. 401(K) PLAN-23$3,075,852$214,933$9,345iApproximate average salary by contribution assumption: employee only about $233,623 at 4% or $155,749 at 6%; with 50% employer match about $155,749 at 4% or $103,832 at 6%; with 100% employer match about $116,811 at 4% or $77,874 at 6%.
2020120$2,482,997$215,758$10,788iApproximate average salary by contribution assumption: employee only about $269,698 at 4% or $179,798 at 6%; with 50% employer match about $179,798 at 4% or $119,866 at 6%; with 100% employer match about $134,849 at 4% or $89,899 at 6%.
DWM ASSET MANAGEMENT, LLC. 401(K) PLAN-20$2,482,997$215,758$10,788iApproximate average salary by contribution assumption: employee only about $269,698 at 4% or $179,798 at 6%; with 50% employer match about $179,798 at 4% or $119,866 at 6%; with 100% employer match about $134,849 at 4% or $89,899 at 6%.
2019119$1,998,076$182,732$9,617iApproximate average salary by contribution assumption: employee only about $240,437 at 4% or $160,291 at 6%; with 50% employer match about $160,291 at 4% or $106,861 at 6%; with 100% employer match about $120,218 at 4% or $80,146 at 6%.
DWM ASSET MANAGEMENT, LLC. 401(K) PLAN-19$1,998,076$182,732$9,617iApproximate average salary by contribution assumption: employee only about $240,437 at 4% or $160,291 at 6%; with 50% employer match about $160,291 at 4% or $106,861 at 6%; with 100% employer match about $120,218 at 4% or $80,146 at 6%.
2018121$1,553,411$234,939$11,188iApproximate average salary by contribution assumption: employee only about $279,689 at 4% or $186,460 at 6%; with 50% employer match about $186,460 at 4% or $124,306 at 6%; with 100% employer match about $139,845 at 4% or $93,230 at 6%.
DWM ASSET MANAGEMENT, LLC. 401(K) PLAN-21$1,553,411$234,939$11,188iApproximate average salary by contribution assumption: employee only about $279,689 at 4% or $186,460 at 6%; with 50% employer match about $186,460 at 4% or $124,306 at 6%; with 100% employer match about $139,845 at 4% or $93,230 at 6%.
2017119$1,605,864$184,912$9,732iApproximate average salary by contribution assumption: employee only about $243,305 at 4% or $162,204 at 6%; with 50% employer match about $162,204 at 4% or $108,136 at 6%; with 100% employer match about $121,653 at 4% or $81,102 at 6%.
DWM ASSET MANAGEMENT, LLC. 401(K) PLAN-19$1,605,864$184,912$9,732iApproximate average salary by contribution assumption: employee only about $243,305 at 4% or $162,204 at 6%; with 50% employer match about $162,204 at 4% or $108,136 at 6%; with 100% employer match about $121,653 at 4% or $81,102 at 6%.
2016122$1,498,707$201,715$9,169iApproximate average salary by contribution assumption: employee only about $229,222 at 4% or $152,814 at 6%; with 50% employer match about $152,814 at 4% or $101,876 at 6%; with 100% employer match about $114,611 at 4% or $76,407 at 6%.
DWM ASSET MANAGEMENT, LLC 401(K) PLAN-22$1,498,707$201,715$9,169iApproximate average salary by contribution assumption: employee only about $229,222 at 4% or $152,814 at 6%; with 50% employer match about $152,814 at 4% or $101,876 at 6%; with 100% employer match about $114,611 at 4% or $76,407 at 6%.
2015127$1,314,583$272,069$10,077iApproximate average salary by contribution assumption: employee only about $251,916 at 4% or $167,944 at 6%; with 50% employer match about $167,944 at 4% or $111,963 at 6%; with 100% employer match about $125,958 at 4% or $83,972 at 6%.
DWM ASSET MANAGEMENT, LLC 401(K) PLAN-27$1,314,583$272,069$10,077iApproximate average salary by contribution assumption: employee only about $251,916 at 4% or $167,944 at 6%; with 50% employer match about $167,944 at 4% or $111,963 at 6%; with 100% employer match about $125,958 at 4% or $83,972 at 6%.
2014130$1,448,459$313,280$10,443iApproximate average salary by contribution assumption: employee only about $261,067 at 4% or $174,044 at 6%; with 50% employer match about $174,044 at 4% or $116,030 at 6%; with 100% employer match about $130,533 at 4% or $87,022 at 6%.
DWM ASSET MANAGEMENT, LLC 401(K) PLAN-30$1,448,459$313,280$10,443iApproximate average salary by contribution assumption: employee only about $261,067 at 4% or $174,044 at 6%; with 50% employer match about $174,044 at 4% or $116,030 at 6%; with 100% employer match about $130,533 at 4% or $87,022 at 6%.
2013132$1,238,018$358,331$11,198iApproximate average salary by contribution assumption: employee only about $279,946 at 4% or $186,631 at 6%; with 50% employer match about $186,631 at 4% or $124,420 at 6%; with 100% employer match about $139,973 at 4% or $93,315 at 6%.
DWM ASSET MANAGEMENT, LLC 401(K) PLAN-32$1,238,018$358,331$11,198iApproximate average salary by contribution assumption: employee only about $279,946 at 4% or $186,631 at 6%; with 50% employer match about $186,631 at 4% or $124,420 at 6%; with 100% employer match about $139,973 at 4% or $93,315 at 6%.
2012136$739,666$356,552$9,904iApproximate average salary by contribution assumption: employee only about $247,606 at 4% or $165,070 at 6%; with 50% employer match about $165,070 at 4% or $110,047 at 6%; with 100% employer match about $123,803 at 4% or $82,535 at 6%.
DWM ASSET MANAGEMENT, LLC 401(K) PLAN-36$739,666$356,552$9,904iApproximate average salary by contribution assumption: employee only about $247,606 at 4% or $165,070 at 6%; with 50% employer match about $165,070 at 4% or $110,047 at 6%; with 100% employer match about $123,803 at 4% or $82,535 at 6%.
2011125$327,843$350,687$14,027iApproximate average salary by contribution assumption: employee only about $350,687 at 4% or $233,791 at 6%; with 50% employer match about $233,791 at 4% or $155,861 at 6%; with 100% employer match about $175,344 at 4% or $116,896 at 6%.
DWM ASSET MANAGEMENT, LLC 401(K) PLAN-25$327,843$350,687$14,027iApproximate average salary by contribution assumption: employee only about $350,687 at 4% or $233,791 at 6%; with 50% employer match about $233,791 at 4% or $155,861 at 6%; with 100% employer match about $175,344 at 4% or $116,896 at 6%.