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  2. DIAMOND MEMORIAL, LLC
Sponsor portfolio

DIAMOND MEMORIAL, LLC

EIN 47-1668900-insurance-Latest filing 2025
Plans
2
Retirement
2
$752K assets
Welfare
0
Participants
9
12520 CUTTEN RD. - HOUSTON, TX 77066832-666-2179diamond-memorial.comLinkedIn1-10 employeesinsurance
Plans on this EIN
2 filings
#002CashBalance-$481K - 3 part#001401k-$272K - 6 part

Retirement portfolio analytics

2 plans aggregated / $752K assets / 9 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • CASH BALANCE PLAN (#002)64%
  • DIAMOND MEMORIAL 401(K) (#001)36%
Total $752KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DIAMOND MEMORIAL 401(K) (#001)6
  • CASH BALANCE PLAN (#002)3
Total 9Click 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

DIAMOND MEMORIAL CASH BALANCE PLAN

CashBalance

Assets$481K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

DIAMOND MEMORIAL 401(K) PLAN

401k

Assets$272K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002DIAMOND MEMORIAL CASH BALANCE PLANCashBalance$481K32024
001DIAMOND MEMORIAL 401(K) PLAN401k$272K62025
Retirement plans
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