What public Form 5500 filings show about the Diversified Individual Brokerage, LLC 401(k) plan — and how to find and check your own account.
Diversified Individual Brokerage, LLC (EIN 45-4635085) reports DIVERSIFIED INDIVIDUAL BROKERAGE 401(K) PLAN on its most recent Form 5500, with $567K in plan assets across 6 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 Diversified Individual Brokerage, LLC filing — schedules, fees, and providers.
Diversified Individual Brokerage, LLC’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 Diversified Individual Brokerage, LLCHR for the recordkeeper’s name and login.
