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Original filing (PDF)20250820112541NAL0001580051001
DIAMATRIX, INC.
Form 5500
FILING_RECEIVED
DIAMATRIX, INC. RETIREMENT AND PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
276
Accounts w/ balance
424
Plan assets (EOY)
$38.0M
Net assets (EOY)
$38.0M
How this plan invests
This plan
18 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DIAMATRIX, INC..
Plan sponsor
Name
DIAMATRIX, INC.
EIN
04-3473997
Address
430 LINCOLN HWY · SUITE 250 · FAIRLESS HILLS, PA · 19030
Phone
(215) 949-4741
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
014
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-20
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KATZ, SAPPER & MILLER, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | — | RALEIGH, NC | NONE | $62K | — |
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $56K | — |
Investments
11 direct securities · 18 pooled funds· $38.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$32.4M
18 holdings
Uncategorized
$5.6M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $5.9M | 15.5% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $5.3M | 14.0% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $5.0M | 13.3% | |
| JPMorgan Large Cap Growth Fund Class R6 36,370 | — | — | — | $3.0M | 8.0% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $2.6M | 6.7% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $2.2M | 5.9% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $1.8M | 4.8% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $1.6M | 4.2% | |
| TRP US VALUE EQUITY TRUST E T. ROWE PRICE TRUST COMPANY · EIN 38-7010951 / PN 001 | Common Collective Trust | — | — | $1.5M | 4.0% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $1.2M | 3.2% | |
| MFS MID CAP GROWTH FUND CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $1.1M | 3.0% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $1.0M | 2.7% | |
| T. Rowe Price Equity Index 500 Fund 5,493 | — | — | — | $849K | 2.2% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $805K | 2.1% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $631K | 1.7% | |
| FIAM CORE PLUS CIT CL I FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $629K | 1.7% | |
| GREAT GRAY TR EUROPAC GRWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $513K | 1.4% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 4.25%-9.50%, with maturities through June 2030 0 | — | — | — | $428K | 1.1% | |
| T. Rowe Price Mid-Cap Value Fund 13,150 | — | — | — | $419K | 1.1% | |
| Vanguard Small Cap Index Fund Admiral 2,950 | — | — | — | $340K | 0.9% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $257K | 0.7% | |
| T. Rowe Price Balanced Fund 8,790 | — | — | — | $231K | 0.6% | |
| Vanguard Total Bond Index Fund Admiral 24,338 | — | — | — | $231K | 0.6% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $139K | 0.4% | |
| REGISTERED INVESTMENT COMPANIES American Beacon Small Cap Value Institutional Fund 1,776 | — | — | — | $44K | 0.1% | |
| MFS International Intrinsic Value Fund R3 754 | — | — | — | $27K | <0.1% | |
| MONEY MARKET FUND SHARES * T. Rowe Price Government Money Fund 7,790 | — | — | — | $8K | <0.1% | |
| MFS New Discovery Fund R4 74 | — | — | — | $2K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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