Our Retirement Plan
Sponsored by Diamond Group Llc · EIN 752972647 · Plan #001
- Total assets
- $1.6M
- Net assets
- $1.6M
- Active participants
- 0
- With balances
- 73
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capital Guard Investments Llc CRD 329362 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Capital Group Investment | Investment advisory (plan) | $43,159 |
| Professional Capital Services, Llc | Contract administrator, Recordkeeping, Consulting (general) | $28,066 |