How big is Diversified Financial Advisors LLC's plan?

Diversified Financial Advisors LLC's plan reported $2.3M in assets and 6 participants for 2024.

Original filing (PDF)20251010144251NAL0004339955001

Diversified Financial Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

Diversified Financial Advisors LLC 401(k) Plan

401(k) retirement plan · Diversified Financial Advisors LLC's Diversified Financial Advisors LLC 401(k) Plan held $2.3M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Brenda Daniels signed Diversified Financial Advisors LLC's 2024 Form 5500 as plan administrator.

Brenda Daniels — 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 Financial Advisors LLC's EIN is 90-1225082.

EIN 90-1225082

Plan number 001

Plan year 2024

ACK ID 20251010144251NAL0004339955001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Diversified Financial Advisors LLC's plan includes a 401(k) feature, ERISA 404(c) participant direction, profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DIVERSIFIED FINANCIAL ADVISORS 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