What public Form 5500 filings show about the Diversified Trust Company, Inc. 401(k) plan — and how to find and check your own account.
Diversified Trust Company, Inc. (EIN 62-1554452) reports DIVERSIFIED TRUST COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $44.6M in plan assets across 112 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 Trust Company, Inc. filing — schedules, fees, and providers.
Diversified Trust Company, 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 Diversified Trust Company, Inc.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BURLEIGH CONSULTING GROUP.
