How big is Dimatteo Group-Financial Services Inc.'s plan?

Dimatteo Group-Financial Services Inc.'s plan reported $1.1M in assets and 7 participants for 2024.

Original filing (PDF)20250509154911NAL0013494865001

Dimatteo Group-Financial Services Inc.

Name: Dimatteo Group-Financial Services Inc. — Form 5500 Plan 001 (2024)
Creator: Dimatteo Group-Financial Services Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dimatteo Group-Financial Services Inc. Retirement Trust

401(k) retirement plan · Dimatteo Group-Financial Services Inc.'s Dimatteo Group-Financial Services Inc. Retirement Trust held $1.1M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

TARA Evans, for TAG Resources signed Dimatteo Group-Financial Services Inc.'s 2024 Form 5500 as plan administrator.

TARA Evans, for TAG Resources — 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

Dimatteo Group-Financial Services Inc.'s EIN is 45-3445581.

EIN 45-3445581

Plan number 001

Plan year 2024

ACK ID 20250509154911NAL0013494865001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dimatteo Group-Financial Services Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dimatteo Group-Financial Services Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

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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