How big is Diversified Individual Brokerage, LLC's plan?

Diversified Individual Brokerage, LLC's plan reported $567K in assets and 6 participants for 2024.

Original filing (PDF)20250424124948NAL0012236848001

Diversified Individual Brokerage, LLC

Name: Diversified Individual Brokerage, LLC — Diversified, Form 5500 (2024)
Creator: Diversified Individual Brokerage, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Diversified Individual Brokerage 401(k) Plan

401(k) retirement plan · Diversified Individual Brokerage, LLC's Diversified Individual Brokerage 401(k) Plan held $567K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$567K

Net assets (EOY)

$567K

People on this filing

Shanae Duley for TRPC signed Diversified Individual Brokerage, LLC's 2024 Form 5500 as plan administrator.

Shanae Duley for TRPC — 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 Individual Brokerage, LLC's EIN is 45-4635085.

EIN 45-4635085

Plan number 001

Plan year 2024

ACK ID 20250424124948NAL0012236848001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Diversified Individual Brokerage, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Diversified Individual Brokerage, LLC'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 INDIVIDUAL BROKERAGE, LLC.

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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