Back to filter
Original filing (PDF)20250418154145NAL0005135474001
DILIGENT INVESTORS, LLC
Form 5500-SF
FILING_RECEIVED
DILLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
10
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DILIGENT INVESTORS, LLC.
Plan sponsor
Name
DILIGENT INVESTORS, LLC
EIN
45-3029689
Address
1447 FORD STREET #200 · REDLANDS, CA · 92374
Phone
(909) 792-2864
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-18
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Finance & Insurance plans
STRATEGIC BENEFIT CONSULTANTS
SBC WEALTH MANAGEMENT 401(K) PLAN
$4.1M · 12 participants
GENERATIONS INTERNATIONAL ASSET MANAGEMENT COMPANY, LLC
GIAMCO 401(K) PLAN
$4.1M · 22 participants
AULL & MONROE, INC.
AULL & MONROE, INC. 401(K) PROFIT SHARING PLAN & TRUST
$4.1M · 2 participants
J P MARVEL INVESTMENT ADVISORS
J P MARVEL INVESTMENT ADVISORS 401(K) PROFIT SHARING PLAN & TRUST
$4.1M · 8 participants
THOMPSON, DAVIS & CO., INC.
THOMPSON, DAVIS & CO. , INC. 401(K) PLAN
$4.1M · 10 participants
FINSERV CONSULTING, LLC
FINSERV CONSULTING, LLC INCENTIVE SAVINGS PLAN
$4.1M · 10 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B