Original filing (PDF)20251229132504NAL0018805281001

DIVERSIFIED CAPITAL MANAGEMENT LLC

Name: DIVERSIFIED CAPITAL MANAGEMENT LLC — DIVERSIFIED CAPITAL MANAGEMENT LLC CBS BENEFIT PLAN, Form 5500 (2024)
Creator: DIVERSIFIED CAPITAL MANAGEMENT LLC

Form 5500-SF

FILING_RECEIVED

DIVERSIFIED CAPITAL MANAGEMENT LLC CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$7K

Net assets (EOY)

$2K

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DIVERSIFIED CAPITAL MANAGEMENT LLC.

Plan sponsor

Name

DIVERSIFIED CAPITAL MANAGEMENT LLC

EIN

45-3792491all filings

Address

411 E. 10TH STREET · NEWPORT, KY · 410712219

Phone

(303) 704-0748

Industry

Real Estatesee all

Plan administrator