Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DIAMOND STATE FINANCIAL GROUP, LLC
EIN 27-0175776financial servicesLatest filing 2025
Plans
2
Retirement
2
$6.7M assets
Welfare
0
Participants
60
900 PRIDES CROSSING - NEWARK, DE 19713302-366-0366dsfg.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.7M assets / 60 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
DIAMOND STATE FINANCIAL GROUP, LLC RETIREMENT PLAN
401k
Assets$6.1M
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DIAMOND STATE FINANCIAL GROUP, LLC CASH BALANCE PLAN
CashBalance
Assets$623K
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DIAMOND STATE FINANCIAL GROUP, LLC RETIREMENT PLAN | 401k | $6.1M | 35 | 2025 | |
| 002 | DIAMOND STATE FINANCIAL GROUP, LLC CASH BALANCE PLAN | CashBalance | $623K | 25 | 2024 |
Retirement plans