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  2. Directed Trust Company

Filings through Oct 24, 2026.

Directed Trust Company

EIN 83-1454356-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.5M assets
Health & Benefits
0
Participants
52
3033 N CENTRAL AVE STE 415 - PHOENIX, AZ 85012602-899-9396directedira.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$1.5M - 52 part

Plan summaries

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

Retirement#001

DIRECTED TRUST COMPANY RETIREMENT TRUST

401(k)

Assets$1.5M
Participants52
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
#001DIRECTED TRUST COMPANY RETIREMENT TRUST401(k)$1.5M522025
  • DIRECTED TRUST COMPANY RETIREMENT TRUST$1.5M
    #001 · 401(k) · 202552
Retirement plans
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