DIAMOND TAX AND FINANCIAL, INC. 401(k) Plan
What public Form 5500 filings show about the DIAMOND TAX AND FINANCIAL, INC. 401(k) plan — and how to find and check your own account.
The DIAMOND TAX AND FINANCIAL, INC. 401(k) on its latest Form 5500
DIAMOND TAX AND FINANCIAL, INC. (EIN 27-1228895) reports DIAMOND TAX AND FINANCIAL, INC. 401K PS PLAN on its most recent Form 5500, with $184K in plan assets across 19 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 DIAMOND TAX AND FINANCIAL, INC. filing — schedules, fees, and providers.
Who runs the DIAMOND TAX AND FINANCIAL, INC. 401(k)?
DIAMOND TAX AND FINANCIAL, INC.’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 DIAMOND TAX AND FINANCIAL, INC.HR for the recordkeeper’s name and login.
How to check your DIAMOND TAX AND FINANCIAL, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask DIAMOND TAX AND FINANCIAL, INC. 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).