How big is Diastole Wealth Management Inc.'s plan?

Diastole Wealth Management Inc.'s plan reported $2.4M in assets and 15 participants for 2025.

Original filing (PDF)20260511125430NAL0011967618001

Diastole Wealth Management Inc.

Name: Diastole Wealth Management Inc. — Diastole Wealth, Form 5500 (2025)
Creator: Diastole Wealth Management Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Diastole Wealth Management Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Diastole Wealth Management Inc.'s Diastole Wealth Management Inc. 401(k) Profit Sharing Plan & Trust held $2.4M in plan assets for 15 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Meredith EDEN signed Diastole Wealth Management Inc.'s 2025 Form 5500 as plan administrator.

Meredith EDEN — 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

Diastole Wealth Management Inc.'s EIN is 06-1463831.

EIN 06-1463831

Plan number 001

Plan year 2025

ACK ID 20260511125430NAL0011967618001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Diastole Wealth Management Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Diastole Wealth Management Inc.'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 DIASTOLE WEALTH MANAGEMENT INC.

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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

Knocking points off