How big is Diamond State Financial Group, LLC's plan?

Diamond State Financial Group, LLC's plan reported $4.7M in assets and 25 participants for 2024.

Original filing (PDF)20250425084028NAL0008684705001

Diamond State Financial Group, LLC

Name: Diamond State Financial Group, LLC — Diamond State, Form 5500 (2024)
Creator: Diamond State Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Diamond State Financial Group, LLC Retirement Plan

401(k) retirement plan · Diamond State Financial Group, LLC's Diamond State Financial Group, LLC Retirement Plan held $4.7M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

Plan identifiers

Diamond State Financial Group, LLC's EIN is 27-0175776.

EIN 27-0175776

Plan number 001

Plan year 2024

ACK ID 20250425084028NAL0008684705001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Diamond State Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Diamond State Financial Group, LLC'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 DIAMOND STATE FINANCIAL GROUP, LLC.

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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