Plan Snapshot
- Plan Sponsor: Diehl Management, INC.
- Sponsor EIN: 753133429
- Sponsor Address: 258-270 PITTSBURGH ROAD, BUTLER, PA, 160023952
- Plan Type: 401(k)
- Total Participants: 492
- Total Assets: $18.4M
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 | 492 | $18.4M | $591,404 | $1.7M |
| 2023 | 504 | $15.7M | $728,899 | $1.8M |
| 2022 | 509 | $9.9M | $501,199 | $1.2M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PETREDIS INVESTMENT ADVISORS LLC | INVESTMENT ADVISOR | $40,309 | — | $40,309 |
| CAPITAL GROUP RETIREMENT PLAN SVCS | RECORDKEEPER | $32,394 | — | $32,394 |
| BAKER TILLY VANTAGEN, LLC | TPA | $16,593 | — | $16,593 |
| CATANESE GROUP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $89,296
- Estimated Expense Ratio: 0.484% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $87,196 | $40,309 | $14,493 | — | — |
| 2023 | $81,924 | $21,539 | $20,403 | $15,000 | — |
| 2022 | $62,234 | $23,892 | $15,940 | — | $22,402 |