# Diehl Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/diehl-management-inc-401k-plan

> Diehl Management, INC.'s 401(k) plan: 492 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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