Sponsor portfolio
DIASTOLE WEALTH MANAGEMENT INC
EIN 06-1463831financial servicesLatest filing 2025
Plans
1
Retirement
1
$2.4M assets
Welfare
0
Participants
16
58 BOSTON ST - GUILFORD, CT 064372801203-458-5220dwinvest.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DIASTOLE WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $2.4M | 16 | 2025 |
Retirement plans