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Sponsor portfolio

DIVERSIFIED FINANCIAL CONSULTANTS, INC.

EIN 11-3007000-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$5.5M assets
Welfare
0
Participants
25
200 PARKWAY DRIVE SOUTH - HAUPPAUGE, NY 11788516-785-1800
Plans on this EIN
2 filings
#002TraditionalDB-$3.2M - 13 part#001401k-$2.2M - 12 part

Retirement portfolio analytics

2 plans aggregated / $5.5M assets / 25 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • DEFINED BENEFIT PLAN (#002)59%
  • SAFE HARBOR 401(K) (#001)41%
Total $5.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PLAN (#002)13
  • SAFE HARBOR 401(K) (#001)12
Total 25Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

DFC, INC. DEFINED BENEFIT PLAN

TraditionalDB

Assets$3.2M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

DFC, INC. SAFE HARBOR 401(K) PLAN

401k

Assets$2.2M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002DFC, INC. DEFINED BENEFIT PLANTraditionalDB$3.2M132024
001DFC, INC. SAFE HARBOR 401(K) PLAN401k$2.2M122024
Retirement plans
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