How big is Divvi Wealth Management LLC's plan?

Divvi Wealth Management LLC's plan reported $1.0M in assets and 4 participants for 2024.

Original filing (PDF)20250522115329NAL0004324256001

Divvi Wealth Management LLC

Name: Divvi Wealth Management LLC — Divvi Wealth, Form 5500 (2024)
Creator: Divvi Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Divvi Wealth Management 401(k) Plan

401(k) retirement plan · Divvi Wealth Management LLC's Divvi Wealth Management 401(k) Plan held $1.0M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Matthew Waldman signed Divvi Wealth Management LLC's 2024 Form 5500 as plan administrator.

Matthew Waldman — 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

Divvi Wealth Management LLC's EIN is 87-3449843.

EIN 87-3449843

Plan number 001

Plan year 2024

ACK ID 20250522115329NAL0004324256001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Divvi Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Divvi Wealth Management 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 DIVVI WEALTH MANAGEMENT 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