How big is Diversified Group Brokerage Corp.'s plan?

Diversified Group Brokerage Corp.'s plan reported $11.5M in assets and 72 participants for 2024.

Original filing (PDF)20250623130719NAL0003555203001

Diversified Group Brokerage Corp.

Name: Diversified Group Brokerage Corp. — Diversified, Form 5500 (2024)
Creator: Diversified Group Brokerage Corp.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Diversified Group Brokerage Corp. Profit Sharing & EE Tax Deferred ACC Plan

401(k) retirement plan · Diversified Group Brokerage Corp.'s Diversified Group Brokerage Corp. Profit Sharing & EE Tax Deferred ACC Plan held $11.5M in plan assets for 72 participants in 2024.

Active participants

Accounts w/ balance

101

Plan assets (EOY)

$11.5M

Net assets (EOY)

$11.5M

People on this filing

Daniel Soucier signed Diversified Group Brokerage Corp.'s 2024 Form 5500 as plan administrator.

Daniel Soucier — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Diversified Group Brokerage Corp.'s EIN is 06-1029392.

EIN 06-1029392

Plan number 002

Plan year 2024

ACK ID 20250623130719NAL0003555203001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Diversified Group Brokerage Corp. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Diversified Group Brokerage Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DIVERSIFIED GROUP BROKERAGE CORP..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score