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  2. Diversified Financial Management Associates, Inc.

Filings through Oct 24, 2026.

Diversified Financial Management Associates, Inc.

EIN 46-5742040-investment management-Latest filing 2025
Plans
1
Retirement
1
$442K assets
Health & Benefits
0
Participants
5
80 WASHINGTON STREET, BUILDING E-13 - NORWELL, MA 02061781-792-0440dfmwealth.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#001401(k)-$442K - 5 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

DIVERSIFIED FINANCIAL MANAGEMENT 401(K) PLAN

401(k)

Assets$442K
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001DIVERSIFIED FINANCIAL MANAGEMENT 401(K) PLAN401(k)$442K52025
  • DIVERSIFIED FINANCIAL MANAGEMENT 401(K) PLAN$442K
    #001 · 401(k) · 20255
Retirement plans
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