Sponsor portfolio
DIVERSIFIED FINANCIAL
EIN 45-5501663financial servicesLatest filing 2024
Plans
1
Retirement
1
$152K assets
Welfare
0
Participants
2
108 WHISPERING PINES DRIVE #130 - SCOTTS VALLEY, CA 95066831-438-7223difi.comLinkedIn1-10 employeesfinancial services
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 | DIVERSIFIED FINANCIAL 401(K) PLAN | 401k | $152K | 2 | 2024 |
Retirement plans