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  2. DIVERSIFIED MANAGEMENT SOUTIONS, INC.
Sponsor portfolio

DIVERSIFIED MANAGEMENT SOUTIONS, INC.

EIN 42-1344115-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
3
Retirement
3
$3.3M assets
Welfare
0
Participants
226
230 STATE STREET - GARNER, IA 50438641-923-4888
Plans on this EIN
3 filings
#002401k-$1.5M - 77 part#001401k-$1.3M - 71 part#003401k-$451K - 78 part

Retirement portfolio analytics

3 plans aggregated / $3.3M assets / 226 participants

Assets by plan

Share of aggregate retirement assets

47%top
  • PLAN AND TRUST (#002)47%
  • PLAN AND TRUST (#001)39%
  • PLAN AND TRUST (#003)14%
Total $3.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#003)78
  • PLAN AND TRUST (#002)77
  • PLAN AND TRUST (#001)71
Total 226Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

DMS-WEST 401(K) PLAN AND TRUST

401k

Assets$1.5M
Participants77
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

DMS-EAST 401(K) PLAN AND TRUST

401k

Assets$1.3M
Participants71
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

DMS-C 401(K) PLAN AND TRUST

401k

Assets$451K
Participants78
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002DMS-WEST 401(K) PLAN AND TRUST401k$1.5M772024
001DMS-EAST 401(K) PLAN AND TRUST401k$1.3M712024
003DMS-C 401(K) PLAN AND TRUST401k$451K782024
Retirement plans
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