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

Diamond State Financial Group, LLC's plan reported $623K in assets and 25 participants for 2024.

Original filing (PDF)20250714074151NAL0000771473001

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 Cash Balance Plan

Defined-benefit pension plan · Diamond State Financial Group, LLC's Diamond State Financial Group, LLC Cash Balance Plan held $623K in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$623K

Net assets (EOY)

$623K

Plan identifiers

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

EIN 27-0175776

Plan number 002

Plan year 2024

ACK ID 20250714074151NAL0000771473001

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 a cash-balance formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score