How big is Diamond Wealth Advisors LLC's plan?

Diamond Wealth Advisors LLC's plan reported $58K in assets and 3 participants for 2024.

Original filing (PDF)20251009155308NAL0003725971001

Diamond Wealth Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

Diamond Wealth Advisors LLC 401(k) Plan

401(k) retirement plan · Diamond Wealth Advisors LLC's Diamond Wealth Advisors LLC 401(k) Plan held $58K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$58K

Net assets (EOY)

$58K

People on this filing

Richard Tatum signed Diamond Wealth Advisors LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Diamond Wealth Advisors LLC's EIN is 93-3229265.

EIN 93-3229265

Plan number 001

Plan year 2024

ACK ID 20251009155308NAL0003725971001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Diamond Wealth Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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