Original filing (PDF)20260218151550NAL0008330144001

Peter J. Potestato, LLC DBA Diversified Retirement Services

Name: Peter J. Potestato, LLC DBA Diversified Retirement Services — Form 5500 Plan 002 (2025)
Creator: Peter J. Potestato, LLC DBA Diversified Retirement Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Diversified Retirement Services 401(k) Plan

401(k) retirement plan · Peter J. Potestato, LLC DBA Diversified Retirement Services' Diversified Retirement Services 401(k) Plan held $1.4M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Peter J. Potestato, LLC DBA Diversified Retirement Services' EIN is 81-3123753.

EIN 81-3123753

Plan number 002

Plan year 2025

ACK ID 20260218151550NAL0008330144001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Peter J. Potestato, LLC DBA Diversified Retirement Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Peter J. Potestato, LLC DBA Diversified Retirement Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PETER J. POTESTATO, LLC DBA DIVERSIFIED RETIREMENT SERVICES.

Finding similar companies…

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