Black Diamond Custom Wealth Management 401(k) Plan

The Black Diamond Custom Wealth Management 401(k) on its latest Form 5500

Black Diamond Custom Wealth Management (EIN 82-0625925) reports BLACK DIAMOND CUSTOM WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $764K in plan assets across 4 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full Black Diamond Custom Wealth Management filing — schedules, fees, and providers.

Who runs the Black Diamond Custom Wealth Management 401(k)?

Black Diamond Custom Wealth Management’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Black Diamond Custom Wealth ManagementHR for the recordkeeper’s name and login.

How to check your Black Diamond Custom Wealth Management 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Black Diamond Custom Wealth Management HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).