Plan Snapshot
- Plan Sponsor: Diamond Financial Consultants LLC T/A Diamond Consultants
- Sponsor EIN: 204632686
- Sponsor Address: 36 CATTANO AVENUE SUITE 200, MORRISTOWN, NJ, 07960
- Plan Type: 401(k)
- Total Participants: 11
- Total Assets: $5.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 11 | $5.3M | $85,994 | $210,944 |
| 2023 | 13 | $4.4M | $60,347 | $224,117 |
| 2022 | 12 | $3.4M | $73,706 | $200,012 |