Sponsor portfolio
DGM FINANCIAL, LLC
EIN 27-1061147Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$2.5M assets
Welfare
0
Participants
9
5420 WAKE PARK BLVD., SUITE 208 - RALEIGH, NC 27607919-803-1425
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 | DGM FINANCIAL 401(K) PLAN | 401k | $2.5M | 9 | 2025 |
Retirement plans