Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Dimond Financial Advisors
EIN 20-2138059Finance and InsuranceLatest filing 2025
Plans
3
Retirement
3
$922K assets
Welfare
0
Participants
6
10401 N MERIDIAN STREET, SUITE 130 - INDIANAPOLIS, IN 46290317-428-4733
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $922K assets / 6 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
DIMOND FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN
401(k)
Assets$703K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DIMOND FINANCIAL ADVISORS RETIREMENT PLAN
Cash balance
Assets$210K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
DIMOND FINANCIAL ADVISORS RETIREMENT PLAN
Profit-sharing
Assets$9K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DIMOND FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN | 401(k) | $703K | 2 | 2025 | |
| 002 | DIMOND FINANCIAL ADVISORS RETIREMENT PLAN | Cash balance | $210K | 2 | 2025 | |
| 003 | DIMOND FINANCIAL ADVISORS RETIREMENT PLAN | Profit-sharing | $9K | 2 | 2025 |
Retirement plans