Original filing (PDF)20250625092326NAL0004629603002

PDI TOLEDO, LLC

Name: PDI TOLEDO, LLC — PDI TOLEDO, LLC RETIREMENT TRUST, Form 5500 (2024)
Creator: PDI TOLEDO, LLC

Form 5500-SF

FILING_RECEIVED

PDI TOLEDO, LLC RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$284K

Net assets (EOY)

$284K

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PDI TOLEDO, LLC.

Plan sponsor

Name

PDI TOLEDO, LLC

EIN

20-3771130

Address

15371 HEMLOCK POINT ROAD · CHAGRIN FALLS, OH · 44022

Phone

(440) 338-8959

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

SWF HOME INSPECTIONS, LLC

SWF HOME INSPECTIONS 401(K) PLAN

$284K · 27 participants

SOUTHERN CALIFORNIA SOUND STAG

SOUTHERN CALIFORNIA SOUND STAG 401(K) PROFIT SHARING PLAN & TRUST

$284K · 26 participants

STATESIDE ELECTRONICS, LLC.

STATESIDE ELECTRONICS, LLC. RETIREMENT TRUST

$284K · 5 participants

DIGITALEV, LLC

DIGITALEV, LLC 401(K) PLAN

$283K · 6 participants

FAIRFIELD CONFERENCE & VISITORS BUREAU

FAIRFIELD CONFERENCE & VISITORS BUREAU PROFIT SHARING PLAN