Original filing (PDF)20250509154911NAL0013494865001

DIMATTEO GROUP-FINANCIAL SERVICES INC.

Name: DIMATTEO GROUP-FINANCIAL SERVICES INC. — DIMATTEO GROUP-FINANCIAL SERVICES INC. RETIREMENT TRUST, Form 5500 (2024)
Creator: DIMATTEO GROUP-FINANCIAL SERVICES INC.

Form 5500-SF

FILING_RECEIVED

DIMATTEO GROUP-FINANCIAL SERVICES INC. RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DIMATTEO GROUP-FINANCIAL SERVICES INC..

Plan sponsor

Name

DIMATTEO GROUP-FINANCIAL SERVICES INC.

EIN

45-3445581

Address

79 BRIDGEPORT AVE. UNIT 1 · SHELTON, CT · 06484

Phone

(203) 924-5408

Industry

Finance & Insurancesee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

42-1484983

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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