Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DICCIANNI FINANCIAL GROUP INC.
EIN 27-1315687investment bankingLatest filing 2025
Plans
2
Retirement
2
$5.4M assets
Welfare
0
Participants
6
333 W. GERMANTOWN PIKE - EAST NORRITON, PA 19403484-681-9046dfgpa.comLinkedIn1-10 employeesinvestment banking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.4M 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#002
DICCIANNI FINANCIAL GROUP, INC. CASH BALANCE PLAN
CashBalance
Assets$3.4M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
DICCIANNI FINANCIAL GROUP, INC. 401(K) PLAN
401k
Assets$1.9M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DICCIANNI FINANCIAL GROUP, INC. CASH BALANCE PLAN | CashBalance | $3.4M | 2 | 2025 | |
| 001 | DICCIANNI FINANCIAL GROUP, INC. 401(K) PLAN | 401k | $1.9M | 4 | 2025 |
Retirement plans