AUMdb

Diamond Peo, Llc 401(k) Profit Sharing Plan & Trust

Sponsored by Diamond Peo, Llc · EIN 813573469 · Plan #001 · San Juan Capistrano, CA

Total assets
$248K
Net assets
$248K
Active participants
1,837
With balances
151

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Erisa Fiduciary Services, Inc. Contract administrator $31,095