AUMdb

Diamond Bank 401(k) Plan

Sponsored by Diamond Bank · EIN 710141380 · Plan #001

Total assets
$10.8M
Net assets
$10.8M
Active participants
152
With balances
157

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
Prime Capital Investment Advisors, Llc CRD 288712 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Prime Capital Investment Advisors Investment advisory (plan), Direct payment from the plan $26,848
Newport Group, Inc. Recordkeeping, Consulting (general), Direct payment from the plan $16,309