How big is Dimond Financial Advisors' plan?

Dimond Financial Advisors' plan reported $622K in assets and 2 participants for 2024.

Original filing (PDF)20251014110343NAL0003715776001

Dimond Financial Advisors

Name: Dimond Financial Advisors — Dimond Financial, Form 5500 (2024)
Creator: Dimond Financial Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dimond Financial Advisors 401(k) Profit Sharing Plan

401(k) retirement plan · Dimond Financial Advisors' Dimond Financial Advisors 401(k) Profit Sharing Plan held $622K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$622K

Net assets (EOY)

$622K

Plan identifiers

Dimond Financial Advisors' EIN is 20-2138057.

EIN 20-2138057

Plan number 001

Plan year 2024

ACK ID 20251014110343NAL0003715776001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dimond Financial Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dimond Financial Advisors' plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DIMOND FINANCIAL ADVISORS.

Finding similar companies…

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