How big is Diversified Financial Management Co's plan?

Diversified Financial Management Co's plan reported $22.3M in assets and 61 participants for 2024.

Original filing (PDF)20251013095625NAL0002310626001

Diversified Financial Management Co

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

Form 5500-SF

FILING_RECEIVED

Diversified Financial Management Corp. 401(k) Plan

401(k) retirement plan · Diversified Financial Management Co's Diversified Financial Management Corp. 401(k) Plan held $22.3M in plan assets for 61 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$22.3M

Net assets (EOY)

$22.3M

People on this filing

Alison Kelvington signed Diversified Financial Management Co's 2024 Form 5500 as plan administrator.

Alison Kelvington — 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 Financial Management Co's EIN is 36-2997599.

EIN 36-2997599

Plan number 002

Plan year 2024

ACK ID 20251013095625NAL0002310626001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Diversified Financial Management Co'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 FINANCIAL MANAGEMENT CO.

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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