PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Diversified Capital Management
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Diversified Capital Management

EIN 45-3792491-construction-Latest filing 2025
Plans
2
Retirement
1
$122K assets
Health & Benefits
1
Participants
22
649 YORK ST, SUITE 201 - NEWPORT, KY 41071303-704-0748diversified-capital-management.comLinkedIn1-10 employeesconstruction
Plans on this EIN
2 filings
#001401(k)-$122K - 16 part#501Self-funded-0 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

DIVERSIFIED CAPITAL MANAGEMENT 401(K) PLAN

401(k)

Assets$122K
Participants16
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

DIVERSIFIED CAPITAL MANAGEMENT LLC CBS BENEFIT PLAN

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001DIVERSIFIED CAPITAL MANAGEMENT 401(K) PLAN401(k)$122K162025
  • DIVERSIFIED CAPITAL MANAGEMENT 401(K) PLAN$122K
    #001 · 401(k) · 202516

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501DIVERSIFIED CAPITAL MANAGEMENT LLC CBS BENEFIT PLANSelf-funded-$002025
  • DIVERSIFIED CAPITAL MANAGEMENT LLC CBS BENEFIT PLAN$0
    #501 · Self-funded · 20250
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica