Assets by plan
Share of aggregate retirement assets
Filings through .
Diamond State Financial Group, LLC
EIN 27-0175776financial servicesLatest filing 2025
Plans
2
Retirement
2
$7.1M assets
Health & Benefits
0
Participants
65
900 PRIDES CROSSING - NEWARK, DE 19713302-366-0366dsfg.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.1M assets / 65 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
DIAMOND STATE FINANCIAL GROUP, LLC RETIREMENT PLAN
401(k)
Assets$6.1M
Participants35
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
DIAMOND STATE FINANCIAL GROUP, LLC CASH BALANCE PLAN
Cash balance
Assets$992K
Participants30
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | DIAMOND STATE FINANCIAL GROUP, LLC RETIREMENT PLAN | 401(k) | $6.1M | 35 | 2025 |
| #002 | DIAMOND STATE FINANCIAL GROUP, LLC CASH BALANCE PLAN | Cash balance | $992K | 30 | 2025 |
- #001 · 401(k) · 202535
- #002 · Cash balance · 202530
Retirement plans